SKWD on Nasdaq
Skyward Specialty Insurance Group, Inc.
Skyward Specialty was formed as a Delaware corporation on January 3, 2006 as an insurance holding company.2
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Last updated Oct 19, 2026.
Overview
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- TickerSKWD on Nasdaq2
- IndustryFire, Marine & Casualty Insurance2
- HeadquartersHouston, United States2
- Incorporated inDE3
- Business address800 Gessner, Suite 600, Houston, Tx 770243
- Filer categoryLarge accelerated filer3
- Legal formCorporation2
- LEI549300GXGXJG0YH4VN212
- StatusActive2
- LEI statusLapsed (not renewed)2
- Registered addressC/O CAPITOL SERVICES, INC., 19901 Dover, United States2
- Registered withDivision of Corporations, Department of State, 40882932
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Skyward Specialty was formed as a Delaware corporation on January 3, 2006 as an insurance holding company. We operated under the name Houston International Insurance Group, Ltd. until we re-branded as Skyward Specialty in November 2020. References to “the Company,” “we,” “our,” “us” or like terms refer to the business of Skyward Specialty Insurance Group, Inc. and its subsidiaries.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Managing General Insurance Agent And Broker, Commission Revenue brought in 67% of the revenue Skyward Specialty Insurance Group, Inc. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Managing General Insurance Agent And Broker, Commission Revenue | $7.2M | $8.0M | $8.3M |
| Managing General Insurance Agent And Broker, Fee Icome | $2.7M | $2.4M | $2.3M |
| Managing General Insurance Agent And Broker, Other | -$135.0K | $266.0K | $1.7M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Interest4¢$7.9M
- Income tax21¢$46.4M
- Profit76¢$170.0M
Out of $12.4M in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Capital spending1¢$5.5M
- Kept or used elsewhere99¢$402.6M
Out of $408.1M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net earned premiums | $1.3B | $1.1B | $829.1M |
| Commission and fee income | $6.9M | $6.7M | $6.1M |
| Net investment income | $83.6M | $80.6M | $40.3M |
| Net investment gains | $22.1M | $6.3M | $11.1M |
| Other loss | -$587.0K | -$167.0K | -$632.0K |
| Total revenues | $1.4B | $1.2B | $886.0M |
| Losses and loss adjustment expenses | $795.0M | $669.8M | $515.2M |
| Underwriting, acquisition and insurance expenses | $377.4M | $311.8M | $243.4M |
| Transaction costs | $14.0M | $0 | $0 |
| Interest expense | $7.9M | $9.5M | $10.0M |
| Amortization expense | $1.6M | $2.0M | $1.8M |
| Other expenses | $4.2M | $4.4M | $5.4M |
| Total expenses | $1.2B | $997.5M | $775.9M |
| Income before income taxes | $216.4M | $152.7M | $110.1M |
| Income tax expense | $46.4M | $33.9M | $24.1M |
| Net income | $170.0M | $118.8M | $86.0M |
| Net income attributable to participating securities | $0 | $0 | $1.7M |
| Net income attributable to common stockholders | $170.0M | $118.8M | $84.3M |
| Net change in unrealized gains on investments, net of tax | $33.1M | $9.8M | $25.5M |
| Reclassification adjustment for gains (losses) on securities no longer held, net of tax | $485.0K | -$9.0M | -$5.0M |
| Total other comprehensive income | $33.6M | $833.0K | $20.5M |
| Comprehensive income | $203.6M | $119.7M | $106.5M |
| Basic earnings per share (in dollar per share) | $4.21 | $2.97 | $2.34 |
| Diluted earnings per share (in dollar per share) | $4.07 | $2.87 | $2.24 |
| Basic (in shares) | 40.4M shares | 40.1M shares | 36.0M shares |
| Diluted (in shares) | 41.8M shares | 41.4M shares | 38.3M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Fixed maturity securities, available-for-sale, at fair value (net of allowance for credit losses of $7,000 and $0, respectively) (amortized cost of $1,848,755 and $1,320,266, respectively) | $1.9B | $1.3B | ||
| Fixed maturity securities, held-to-maturity, at amortized cost (net of allowance for credit losses of $468 and $243, respectively) | $32.8M | $39.2M | ||
| Equity securities, at fair value | $1.2M | $106.3M | ||
| Mortgage loans, at fair value | $9.9M | $26.5M | ||
| Equity method investments | $77.4M | $98.6M | ||
| Other long-term investments | $58.6M | $33.2M | ||
| Short-term investments, at fair value | $264.3M | $274.9M | ||
| Total investments | $2.3B | $1.9B | ||
| Cash and cash equivalents | $168.5M | $121.6M | ||
| Restricted cash | $30.6M | $35.9M | ||
| Premiums receivable, net | $544.2M | $321.6M | $179.2M | |
| Reinsurance recoverables, net | $1.1B | $857.9M | $857.9M | $596.3M |
| Ceded unearned premium | $238.9M | $203.9M | ||
| Deferred policy acquisition costs | $136.1M | $113.2M | ||
| Deferred income taxes | $27.9M | $30.5M | ||
| Goodwill and intangible assets, net | $88.0M | $87.3M | ||
| Other assets | $137.2M | $86.7M | ||
| Total assets | $4.8B | $3.7B | ||
| Reserves for losses and loss adjustment expenses | $2.3B | $1.8B | $1.3B | $1.1B |
| Unearned premiums | $774.0M | $637.2M | ||
| Deferred ceding commission | $46.5M | $40.4M | ||
| Reinsurance and premium payables | $279.9M | $177.1M | ||
| Funds held for others | $128.0M | $102.7M | ||
| Accounts payable and accrued liabilities | $115.0M | $76.2M | ||
| Carrying Value | $100.4M | $100.0M | ||
| Subordinated debt, net of debt issuance costs | $19.6M | $19.5M | ||
| Total liabilities | $3.8B | $2.9B | ||
| Common stock, $0.01 par value, 500,000,000 shares authorized, 40,511,222 and 40,127,908 shares issued and outstanding, respectively | $405.0K | $401.0K | ||
| Additional paid-in capital | $730.6M | $718.6M | ||
| Accumulated other comprehensive income (loss) | $11.5M | -$22.1M | ||
| Retained earnings | $267.1M | $97.1M | ||
| Total stockholders equity | $1.0B | $794.0M | $661.0M | |
| Total liabilities and stockholders equity | $4.8B | $3.7B | ||
| Available-for-sale allowance for credit losses | $7.0M | $0 | ||
| Amortized cost | $1.8B | $1.3B | ||
| Allowance for credit losses | $468.0K | $243.0K | $329.0K | |
| Common stock, par value (in dollar per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 500.0M shares | 500.0M shares | ||
| Common stock, shares issued (in shares) | 40.5M shares | 40.1M shares | ||
| Common stock, shares outstanding (in shares) | 40.5M shares | 40.1M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Fixed maturity securities, available-for-sale, at fair value (net of allowance for credit losses of $7,000 and $0, respectively) (amortized cost of $1,848,755 and $1,320,266, respectively) | $1.9B | $1.3B | ||
| Fixed maturity securities, held-to-maturity, at amortized cost (net of allowance for credit losses of $468 and $243, respectively) | $32.8M | $39.2M | ||
| Equity securities, at fair value | $1.2M | $106.3M | ||
| Mortgage loans, at fair value | $9.9M | $26.5M | ||
| Equity method investments | $77.4M | $98.6M | ||
| Other long-term investments | $58.6M | $33.2M | ||
| Short-term investments, at fair value | $264.3M | $274.9M | ||
| Total investments | $2.3B | $1.9B | ||
| Cash and cash equivalents | $168.5M | $121.6M | ||
| Restricted cash | $30.6M | $35.9M | ||
| Premiums receivable, net | $544.2M | $321.6M | $179.2M | |
| Reinsurance recoverables, net | $1.1B | $857.9M | $857.9M | $596.3M |
| Ceded unearned premium | $238.9M | $203.9M | ||
| Deferred policy acquisition costs | $136.1M | $113.2M | ||
| Deferred income taxes | $27.9M | $30.5M | ||
| Goodwill and intangible assets, net | $88.0M | $87.3M | ||
| Other assets | $137.2M | $86.7M | ||
| Total assets | $4.8B | $3.7B | ||
| Reserves for losses and loss adjustment expenses | $2.3B | $1.8B | $1.3B | $1.1B |
| Unearned premiums | $774.0M | $637.2M | ||
| Deferred ceding commission | $46.5M | $40.4M | ||
| Reinsurance and premium payables | $279.9M | $177.1M | ||
| Funds held for others | $128.0M | $102.7M | ||
| Accounts payable and accrued liabilities | $115.0M | $76.2M | ||
| Carrying Value | $100.4M | $100.0M | ||
| Subordinated debt, net of debt issuance costs | $19.6M | $19.5M | ||
| Total liabilities | $3.8B | $2.9B | ||
| Common stock, $0.01 par value, 500,000,000 shares authorized, 40,511,222 and 40,127,908 shares issued and outstanding, respectively | $405.0K | $401.0K | ||
| Additional paid-in capital | $730.6M | $718.6M | ||
| Accumulated other comprehensive income (loss) | $11.5M | -$22.1M | ||
| Retained earnings | $267.1M | $97.1M | ||
| Total stockholders equity | $1.0B | $794.0M | $661.0M | |
| Total liabilities and stockholders equity | $4.8B | $3.7B | ||
| Available-for-sale allowance for credit losses | $7.0M | $0 | ||
| Amortized cost | $1.8B | $1.3B | ||
| Allowance for credit losses | $468.0K | $243.0K | $329.0K | |
| Common stock, par value (in dollar per share) | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 500.0M shares | 500.0M shares | ||
| Common stock, shares issued (in shares) | 40.5M shares | 40.1M shares | ||
| Common stock, shares outstanding (in shares) | 40.5M shares | 40.1M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $170.0M | $118.8M | $86.0M |
| Net investment (gains) losses | -$22.1M | -$6.3M | -$11.1M |
| Depreciation and amortization expense | $3.5M | $3.4M | $3.9M |
| Stock-based compensation expense | $12.0M | $9.4M | $8.5M |
| Undistributed earnings (loss) from long-term investments | $10.1M | -$6.3M | $6.7M |
| Net change in fair value of derivatives | -$34.9M | $0 | $0 |
| Deferred income tax, net | -$6.4M | -$8.7M | $9.4M |
| Premiums receivable, net | -$222.6M | -$142.4M | -$40.0M |
| Reinsurance recoverables, net | -$262.0M | -$261.5M | -$17.3M |
| Ceded unearned premium | -$35.0M | -$17.8M | -$28.5M |
| Deferred policy acquisition costs | -$22.9M | -$21.2M | -$23.0M |
| Federal income taxes | $1.8M | $4.5M | -$1.9M |
| Losses and loss adjustment expenses | $536.5M | $467.9M | $172.7M |
| Unearned premiums | $136.8M | $84.7M | $110.0M |
| Deferred ceding commission | $6.0M | $3.4M | $7.2M |
| Reinsurance and premium payables | $102.8M | $26.9M | $36.5M |
| Funds held for others | $25.3M | $44.1M | $21.7M |
| Accounts payable and accrued liabilities | $37.0M | $19.2M | $2.3M |
| Other, net | -$28.0M | -$12.8M | -$5.0M |
| Net cash provided by operating activities | $408.1M | $305.1M | $338.2M |
| Purchase of fixed maturity securities, available-for-sale | -$910.0M | -$617.6M | -$459.7M |
| Purchase of illiquid investments | $0 | -$75.0K | -$1.7M |
| Purchase of equity securities | -$13.2M | -$14.1M | -$26.0M |
| Purchase of equity method investments and other long-term investments | -$6.8M | -$32.2M | $0 |
| Purchase of intangible assets and goodwill | -$2.0M | $0 | -$50.0K |
| Investment in direct and indirect loans | $19.7M | $27.5M | $3.0M |
| Purchase of property and equipment | -$5.5M | -$4.2M | -$3.1M |
| Proceeds from the sales of fixed maturity securities, available-for-sale | $198.2M | $217.5M | $26.6M |
| Maturities, calls, transfers and paydowns of fixed maturity securities, available-for-sale | $184.0M | $122.7M | $49.0M |
| Maturities, calls and paydowns of fixed maturity securities held-to-maturity | $4.4M | $6.0M | $11.4M |
| Proceeds from the sales of equity securities | $126.7M | $37.5M | $40.2M |
| Sales of and distributions from equity method and other long-term investments | $11.9M | $14.1M | $3.6M |
| Change in short-term investments | $10.6M | -$4.8M | -$149.1M |
| Change in receivable/payable for securities | $11.9M | $34.0K | $76.0K |
| Cash provided by deposit accounting | $3.3M | $4.0M | $11.9M |
| Net cash used in investment activities | -$366.9M | -$243.7M | -$493.8M |
| Employee share purchases | $0 | $0 | $1.4M |
| Repayment of stock notes receivable | $0 | $5.6M | $0 |
| Proceeds from long term borrowings | $43.4M | $107.0M | $50.0M |
| Payments on long term borrowings and trust preferred | -$43.0M | -$116.8M | -$50.0M |
| Proceeds from initial public offering | $0 | $0 | $129.6M |
| Net cash provided by (used in) financing activities | $411.0K | -$4.2M | $130.9M |
| Net increase (decrease) in cash and cash equivalents and restricted cash | $41.6M | $57.2M | -$24.7M |
| Cash paid for interest | $6.1M | $8.6M | $10.7M |
No quarter-by-quarter statement was filed.
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Leadership
Who has led Skyward Specialty Insurance Group, Inc., and when. Pick a name to see everywhere that person has worked.
Chief financial officer
2025
- Chief executive officerDavid Christopher Ben Ibeson Jan 5, 2026 to now12
- Chief executive officerAndrew S. Robinson Jan 12, 2023 to Jan 5, 202613
- ChairKirby Hill May 15, 2025 to now14
- ChairAndrew S. Robinson Feb 29, 2024 to May 15, 202515
- PresidentAndrew S. Robinson Jan 12, 2023 to Jan 3, 202413
- PresidentJohn A. Burkhart Iii. Jan 12, 2023 to now16
- PresidentKirby Hill Jan 12, 2023 to now17
- Chief financial officerTaryn Leonie McHarg Jan 5, 2026 to now18
- Chief financial officerMark W. Haushill Jan 12, 2023 to Jan 5, 202619
Board members and other officers (19)
- CUO - ApolloJames Richard Slaughter Jan 5, 2026 to now20
- SENIOR VICE PRESIDENTChase M. Clark Aug 9, 2024 to now21
- SVP CORP. DEVELOPMENTShakoor Khan Aug 9, 2024 to now22
- CHIEF INFORMATION OFFICERDan Pk Bodnar Jan 12, 2023 to now23
- EVP & CHIEF CLAIMS OFFICERSean W. Duffy Jan 12, 2023 to now24
- CHIEF PEOPLE & ADMIN. OFFICERThomas N. Schmitt Jan 12, 2023 to now25
- Board memberChristopher Locke Peirce Feb 2, 2026 to now26
- Board memberPeter C. Hearn Aug 7, 2026 to now27
- Board memberAndrew S. Robinson Jan 12, 2023 to Jan 3, 202413
- Board memberCameron Macdonald Jan 12, 2023 to Jan 12, 202328
- Board memberKatharine Terry Jan 12, 2023 to now29
- Board memberMarcia A. Dall Jan 12, 2023 to now30
- Board memberRobert E. Creager Jan 12, 2023 to now31
- Board memberRobert T. Kittel Jan 12, 2023 to Jan 12, 202332
- Board memberAnthony J. Kuczinski May 23, 2023 to now33
- Board memberGena L. Ashe Aug 16, 2023 to now34
- Board memberMichael J. Morrissey Dec 14, 2023 to now35
- General counselPatricia A. Ryan Apr 1, 2025 to now36
- General counselLeslie Shaunty Jan 12, 2023 to now37
Former names
Timeline
Filings
415 filings to the SEC since October 2021: 6 annual reports, 11 quarterly reports, 37 major events, 210 insider forms, 14 large holders, 137 other. The latest 20:
- Aug 20, 20268-K EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 13, 2026SCHEDULE 13G EDGAR
- Aug 7, 202610-Q EDGAR
- Aug 7, 20264 EDGAR
- Aug 7, 20263 EDGAR
- Aug 4, 20268-K EDGAR
- Jul 15, 20268-K EDGAR
- Jun 15, 20264 EDGAR
- Jun 12, 2026144/A EDGAR
- Jun 12, 2026144 EDGAR
- May 21, 20264 EDGAR
- May 14, 2026SCHEDULE 13G/A EDGAR
- May 12, 20264 EDGAR
- May 11, 2026144/A EDGAR
- May 11, 2026144 EDGAR
- May 11, 20268-K EDGAR
- May 11, 202610-Q EDGAR
- May 8, 20264 EDGAR
- May 8, 20264 EDGAR
The 415 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
76 open-market trades by officers, directors and large owners since October 2021: 9 buys and 67 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Schmitt Thomas NCPO, Skyward Group | Sale | 8,397 | $51.32 | $430.9K | Form 4 |
| May 21, 2026 | Kuczinski Anthony JDirector | Buy | 2,000 | $47.10 | $94.2K | Form 4 |
| May 11, 2026 | Ashe Gena LDirector | Sale | 740 | $46.35 | $34.3K | Form 4 |
| Mar 3, 2026 | Kuczinski Anthony JDirector | Buy | 1,000 | $48.13 | $48.1K | Form 4 |
| Mar 2, 2026 | Peirce Christopher LockeDirector | Buy | 3,200 | $47.30 | $151.4K | Form 4 |
| Mar 2, 2026 | Kuczinski Anthony JDirector | Buy | 2,000 | $48.79 | $97.6K | Form 4 |
| Feb 27, 2026 | McHarg Taryn LeonieCFO - Apollo | Buy | 200 | $46.60 | $9.3K | Form 4 |
| Feb 27, 2026 | Kuczinski Anthony JDirector | Buy | 2,000 | $46.88 | $93.8K | Form 4 |
| Feb 27, 2026 | Robinson Andrew SChairman & CEO, Skyward Group | Buy | 22,100 | $46.76 | $1.0M | Form 4 |
| Feb 9, 2026 | Schmitt Thomas NCPO, Skyward Group | Sale | 2,616 | $43.49 | $113.8K | Form 4 |
| Dec 18, 2025 | Kapadia Sandip AHead of Actuarial | Sale | 5,030 | $50.01 | $251.6K | Form 4 |
| Dec 12, 2025 | Kapadia Sandip AHead of Actuarial | Sale | 2,686 | $50.02 | $134.4K | Form 4 |
| Dec 11, 2025 | Schmitt Thomas NCPO, Skyward Group | Sale | 88 | $47.61 | $4.2K | Form 4 |
| Jun 16, 2025 | HAUSHILL MARK WCFO - Skyward Group | Sale | 10,566 | $59.07 | $624.1K | Form 4 |
| Jun 13, 2025 | HAUSHILL MARK WCFO - Skyward Group | Sale | 52,748 | $58.76 | $3.1M | Form 4 |
| Jun 6, 2025 | Robinson Andrew SChairman & CEO, Skyward Group | Sale | 36,271 | $62.65 | $2.3M | Form 4 |
| May 14, 2025 | Hill KirbyChairman, Captives & Programs | Sale | 8,249 | $60.87 | $502.1K | Form 4 |
| May 8, 2025 | HAUSHILL MARK WCFO - Skyward Group | Sale | 3,447 | $59.23 | $204.2K | Form 4 |
| May 8, 2025 | Robinson Andrew SChairman & CEO, Skyward Group | Sale | 13,786 | $59.23 | $816.5K | Form 4 |
| Mar 17, 2025 | Duffy Sean WEVP & Chief Claims Officer | Sale | 5,625 | $48.90 | $275.1K | Form 4 |
All 76 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- PRICE T ROWE ASSOCIATES INC /MD/SCHEDULE 13G, 1 filing Aug 14, 202638
- InvescoSCHEDULE 13G, 1 filing Aug 13, 202639
- Capital International InvestorsSCHEDULE 13G/A, 2 filings Nov 13, 2024 to May 14, 202640
- VANGUARD GROUP INCSCHEDULE 13G/A, 3 filings Nov 4, 2024 to Mar 27, 202641
- REINHART PARTNERS, LLC.SCHEDULE 13G, 1 filing Feb 12, 202642
- James Charles HaysSC 13G, 1 filing Nov 12, 202443
- BlackRockSC 13G/A, 2 filings Oct 22, 2024 to Nov 8, 202444
- WESTAIM CorpSC 13G/A, 2 filings Feb 8, 2024 to May 13, 202445
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 3,677,399 | $214.6M | 0.0% | +348,611 |
| Reinhart Partners, Llc. | 2,894,407 | $168.9M | 3.9% | +113,623 |
| Invesco Ltd. | 2,037,771 | $118.9M | 0.0% | +242,120 |
| Vanguard Capital Management LLC | 1,637,218 | $95.5M | 0.0% | −32,214 |
| Ameriprise Financial Inc | 1,612,263 | $94.1M | 0.0% | +1,387,119 |
| Westwood Holdings Group Inc | 1,274,445 | $74.4M | 0.6% | −54,904 |
| American Century Companies Inc | 1,231,835 | $71.9M | 0.0% | +256,808 |
| State Street Corp | 1,167,197 | $68.2M | 0.0% | +116,520 |
| Geode Capital Management, LLC | 1,062,442 | $62.0M | 0.0% | +64,147 |
| Polar Capital Holdings Plc | 1,000,000 | $58.4M | 0.2% | No change |
| Wasatch Advisors LP | 954,489 | $55.7M | 0.4% | +634,708 |
| Dimensional Fund Advisors LP | 918,168 | $53.6M | 0.0% | +63,379 |
| Capital International Investors | 719,988 | $42.0M | 0.0% | −111,390 |
| Champlain Investment Partners, LLC | 645,526 | $37.7M | 1.0% | −119,385 |
| Goldman Sachs Group Inc | 620,878 | $36.2M | 0.0% | +79,600 |
| Federated Hermes, Inc. | 484,996 | $28.3M | 0.0% | −162,077 |
| Sei Investments Co | 477,465 | $27.9M | 0.0% | +44,167 |
| Fmr LLC | 461,957 | $27.0M | 0.0% | +314,124 |
| Vanguard Portfolio Management LLC | 444,265 | $25.9M | 0.0% | −173,017 |
| Qube Research & Technologies Ltd | 440,268 | $25.7M | 0.0% | −431,604 |
| Royal Bank Of Canada | 432,941 | $25.3M | 0.0% | −71,917 |
| Northern Trust Corp | 400,661 | $23.4M | 0.0% | +4,937 |
| Jpmorgan Chase & Co | 361,132 | $21.9M | 0.0% | +316,869 |
| Emerald Advisers, LLC | 373,762 | $21.8M | 0.5% | −254,146 |
| Segall Bryant & Hamill, LLC | 372,336 | $21.7M | 0.3% | +6,449 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
4 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Jul 16, 2026 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | +0.2% | Report |
| Jul 10, 2026 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | −0.7% | Report |
| Jan 5, 2026 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | +7.2% | Report |
| Oct 3, 2025 | Gilbert Ray Cisneros, Jr.Democratic, House | Buy | $1,001 - $15,000 | +14.9% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 14SEC EDGARKirby Hill, Chair
- 15SEC EDGARAndrew S. Robinson, Chair
- 16SEC EDGARJohn A. Burkhart Iii., President
- 17SEC EDGARKirby Hill, President
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- 22SEC EDGARShakoor Khan, SVP CORP. DEVELOPMENT
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- 27SEC EDGARPeter C. Hearn, Board member
- 28SEC EDGARCameron Macdonald, Board member
- 29SEC EDGARKatharine Terry, Board member
- 30SEC EDGARMarcia A. Dall, Board member
- 31SEC EDGARRobert E. Creager, Board member
- 32SEC EDGARRobert T. Kittel, Board member
- 33SEC EDGARAnthony J. Kuczinski, Board member
- 34SEC EDGARGena L. Ashe, Board member
- 35SEC EDGARMichael J. Morrissey, Board member
- 36SEC EDGARPatricia A. Ryan, General counsel
- 37SEC EDGARLeslie Shaunty, General counsel
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