Welcome to our dedicated page for Skyward Specialty Insurance Group SEC filings (Ticker: SKWD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Skyward Specialty Insurance Group, Inc. filings document formal disclosures for a specialty property and casualty insurance issuer with U.S. Skyward Specialty operations and Apollo Lloyd's platform operations. Recent 8-K reports furnish operating results, segment presentation, acquisition-related financial statements and pro forma combined information, and credit arrangements used in the company's capital structure.
Proxy and governance filings cover annual meeting matters, director elections, board committee changes, executive compensation, equity awards, employment agreements, severance provisions, indemnification arrangements, and related corporate-governance disclosures.
Skyward Specialty Insurance Group, Inc. (SKWD) reported a planned CFO transition. Chief Financial Officer Mark Haushill has notified the company of his intention to retire effective March 31, 2027. From March 31, 2027 through December 31, 2027, he will serve as Senior Advisor under a Senior Advisor Letter Agreement, receiving an annualized base salary of $250,000 without eligibility for bonuses or new equity awards, while existing equity awards continue to vest under their ordinary terms. The company states his retirement decision did not result from any disagreement regarding operations, policies, or practices.
Taryn McHarg, currently Deputy Chief Financial Officer of the company and Chief Financial Officer of Apollo, will become CFO effective upon Haushill’s retirement and will also serve as Principal Financial Officer and Principal Accounting Officer. Under her existing employment terms, she receives an annual base salary of approximately $540,000 (£400,000), with a target bonus opportunity of 20% to 60% of base salary, and holds a $1,750,000 restricted stock unit award granted in connection with the Apollo acquisition, vesting in two tranches on the third and fourth anniversaries of closing. Her compensation as CFO is expected to be reviewed in the first quarter of 2027.
T. Rowe Price Associates, Inc. reported beneficial ownership of common stock of Skyward Specialty Insurance. The firm reported beneficial ownership of 2,441,073 shares of common stock, representing 6.0% of the class as of June 30, 2026.
T. Rowe Price Associates, Inc. reported sole voting power over 2,440,261 shares and sole dispositive power over 2,441,073 shares, with no shared voting or dispositive power. The filer expressly stated that this report should not be construed as an admission that it is the beneficial owner of these securities.
Invesco Ltd. reported beneficial ownership of 2,037,771 shares of Skyward Specialty Insurance Group Inc. common stock, representing 5.0% of the class. Invesco has sole voting power over 1,874,922 shares and sole dispositive power over 2,037,771 shares, with no shared voting or dispositive power.
The shares are held of record by clients of Invesco’s investment adviser subsidiaries, including Invesco Advisers, Inc., Invesco Asset Management Limited and Invesco Capital Management LLC. No single client has greater than 5% economic ownership of the securities, and those clients are entitled to dividends and sale proceeds.
Skyward Specialty Insurance Group reported significantly larger scale and earnings for the first half of 2026 following its acquisition of Apollo, a Lloyd’s specialist platform completed January 1, 2026. Total assets reached $6,781,139 thousand at June 30, 2026, with investments of $2,738,388 thousand and reserves for losses and loss adjustment expenses of $3,070,598 thousand.
For the quarter ended June 30, 2026, revenues were $489,533 thousand versus $319,903 thousand a year earlier, driven by higher net earned premiums of $444,472 thousand and increased investment income. Net income rose to $49,038 thousand from $38,839 thousand, with diluted earnings per share of $1.07 versus $0.93. For the first six months, net income was $98,769 thousand with diluted EPS of $2.17.
Apollo contributed $78,700 thousand of revenue and $15,400 thousand of net income in the quarter, and $158,900 thousand and $37,600 thousand, respectively, year‑to‑date. The $559,140 thousand purchase price added $125,408 thousand of goodwill and $262,000 thousand of new intangible assets, while notes payable outstanding totaled $417,620 thousand. Operating cash flow remained strong at $184,167 thousand year‑to‑date, and the company repurchased 222,635 shares for about $9,700 thousand under its share buyback program.
HEARN PETER C reported acquisition or exercise transactions in this Form 4 filing.
Skyward Specialty Insurance Group, Inc. director Peter C. Hearn received a grant of 1,845 Restricted Stock Units under a 2026 RSU Award on August 6, 2026. Each RSU represents one share of common stock upon vesting and settlement, and the award will fully vest on the company’s 2027 Annual Meeting of Shareholders date, leaving him with 1,845 RSUs directly held after this award.
Skyward Specialty Insurance Group, Inc. filed an initial beneficial ownership report for Peter C. Hearn, who is identified as a director of the company. The disclosure establishes his status as a reporting person for Skyward Specialty securities and does not report any insider transactions or derivative positions.
Skyward Specialty Insurance Group, Inc. reported strong second quarter 2026 results, with managed premiums of $1,058,675 (in thousands), up 17.5% from 2025, and gross written premiums of $740,554 (in thousands), up 13.3%. Net written premiums were $485,616 (in thousands). Net income was $49,038 (in thousands), and net operating income was $59,198 (in thousands). Diluted operating earnings per share were $1.30, which the company states increased 46% year over year.
The combined ratio was 89.5% and the ex‑catastrophe combined ratio was 87.6%, reflecting solid underwriting performance. For the six months ended June 30, 2026, annualized return on equity was 17.3% and annualized operating ROE was 20.4%. The company repurchased 223 thousand shares of common stock for $9.7 million and expanded its share repurchase authorization from $50 million to $100 million. Book value per share reached $28.55, a 14.6% increase compared to December 31, 2025, and stockholders’ equity was $1,267,537 (in thousands) at June 30, 2026.
Skyward Specialty Insurance Group, Inc. expanded its share repurchase authorization on July 15, 2026. The Board approved increasing the aggregate limit from US$50 million to up to US$100 million of outstanding common shares.
The company may buy back stock over time through open-market purchases, privately negotiated transactions, block trades or accelerated share repurchase agreements, including transactions conducted under Rule 10b-18 and Rule 10b5‑1. The program is discretionary, does not require any minimum repurchases, and may be modified, suspended or terminated at any time.
Skyward Specialty Insurance Group, Inc. Chief People Officer Thomas N. Schmitt reported an open-market sale of 8,397 shares of common stock on June 12, 2026 at a weighted average price of $51.3235 per share. After this transaction, he directly holds 10,353 shares.
The sale was executed through multiple trades within a price range of $51.30–$51.415. The reported holdings also reflect a prior acquisition of 191 shares under the company’s 2022 Employee Stock Purchase Plan for the purchase period from December 1, 2025 through May 31, 2026.
Skyward Specialty Insurance Group, Inc. filed an amendment on Form 144/A reporting previously issued common stock related to compensatory stock bonuses. The filing lists two compensatory issuances: 5,781 shares dated 03/05/2025 and 2,616 shares dated 01/01/2025. The broker contact shown is Merrill Lynch, 800 Capitol Street, Houston, TX.