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Skyward Specialty Insurance Group, Inc. (SKWD)

USD59.48 -0.28 (-0.47%)
US NASDAQ Financial Services Insurance - Property & Casualty
Address 800 Gessner Road 77024-4284
Houston, TX, US
CEO Andrew Scott Robinson
IPO 2023-01-13
CIK 1519449 ISIN US8309401029

Explore sections of this company profile

Description

Incorporated in 2006 and headquartered in Houston, Texas, Skyward Specialty Insurance Group, Inc. functions as an insurance holding company. The firm specializes in writing commercial property and casualty insurance policies for clients across the United States. Its extensive range of coverages includes general liability, excess liability, professional liability, commercial auto, group accident and health, property, surety, and workers' compensation.

News Sentiment (7d)
79 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD59.48 -0.28 (-0.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
467.3K
Beta
0.48
Float Shares
40.69M
Free Float %
91.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.82% -1.31% +0.59% +0.15% -7.24% -10.31% -23.28% +84.91% +140.00% +140.00% +140.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
59.48
Low 63.00 +5.9%
Consensus 70.60 +18.7%
Median 66.00 +11.0%
High 80.00 +34.5%
DCF (Levered) 689.27 +1,058.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 69% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 5 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 8
69.13
+16.2%
All Time 18
52.72
-11.4%
Quality scores
Altman Z-Score
1.25
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +23.2% Q1'26: +19.7% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +41.8% Q1'26: +17.8% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +31.4% Q1'26: +29.9% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +15.9% Q1'26: +17.6% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    Q1'26: -30.2% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    +1.2% Q1'26: +1.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    0.53× Q1'26: 1.74× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.53) × ERP
WACC = 94% × Ke + 6% × Kd (6.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 59.48
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
6 EPS Ana.
Dec 2027
4 Rev. Ana.
6 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
636.41M
est: 643.47M (-1.1%)
895.40M
est: 1.03B (-13.1%)
1.15B
est: 1.73B (-33.8%)
1.41B
est: 2.16B (-34.7%)
2.68B
2.63B – 2.72B
+23.6% YoY
2.89B
2.83B – 2.96B
+7.9% YoY
2.31B
2.31B – 2.31B
-20.1% YoY
EBITDA
60.29M
est: 38.79M (+55.4%)
124.02M
est: 133.54M (-7.1%)
165.59M
est: 224.68M (-26.3%)
227.88M
est: 280.53M (-18.8%)
346.74M
340.87M – 352.62M
+23.6% YoY
374.18M
366.58M – 383.68M
+7.9% YoY
299.13M
299.13M – 299.13M
-20.1% YoY
EBIT
56.19M
est: 33.96M (+65.5%)
120.13M
est: 128.04M (-6.2%)
162.24M
est: 215.44M (-24.7%)
224.34M
est: 268.98M (-16.6%)
332.47M
326.84M – 338.11M
+23.6% YoY
358.78M
351.50M – 367.89M
+7.9% YoY
286.82M
286.82M – 286.82M
-20.1% YoY
Net Income
39.40M
est: 49.81M (-20.9%)
85.98M
est: 129.71M (-33.7%)
118.83M
est: 131.97M (-10.0%)
170.03M
est: 162.34M (+4.7%)
206.18M
199.48M – 208.00M
+27.0% YoY
229.98M
226.37M – 233.59M
+11.5% YoY
264.61M
256.95M – 272.26M
+15.1% YoY
SGA
— – —
— – —
— – —
EPS
1.05
est: 1.21 (-13.2%)
2.34
est: 3.10 (-24.5%)
2.96
est: 3.04 (-2.8%)
4.21
est: 3.87 (+8.9%)
4.89
4.76 – 4.97
+26.4% YoY
5.48
5.41 – 5.58
+12.1% YoY
6.32
6.14 – 6.50
+15.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B+ 3/5 5/5 4/5 5/5 2/5 1/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 A- 4/5 5/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-04-24 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
406.54M
OE per share TTM
9.74
Owner's Yield
22.93%
Maintenance CapEx ratio
3.38%
Maint CapEx / Avg PPE
1.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
62
Total invested
299.36M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 HIIG GP Inc. 6.98M 17.46% 6.98M 6.98M CO Canada 2024-02-08
2 Westaim Corporation 6.98M 17.46% 6.98M 6.98M CO Canada 2024-02-08
3 (1) BlackRock, Inc. 2.83M 7.10% 2.83M HC Delaware 2024-10-22
4 James Charles Hays 2.81M 7.00% 2.81M 2.81M IN U.S.A. 2024-11-12
5 95-1411037 13.00 5.50% 2.21M 2.21M IA Delaware 2024-11-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
62
-179 vs prev Q
New positions
8
Closed positions
183
Increased
25
Reduced
25
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 303.5K +303.5K (+100.0%) 16.97B +17.0B (+100.0%) 0.75% +0.750 pp 8.73% +8.734 pp USD51.11 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 48.7K +48.7K (+100.0%) 2.49B +2.5B (+100.0%) 0.12% +0.120 pp 0.00% +0.004 pp USD51.11 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 2.83M +149.3K (+5.6%) 144.39M +17.1M (+13.5%) 6.99% +0.369 pp 0.00% +0.000 pp USD41.53 +23.1% 6 qtrs
4 VANGUARD GROUP INC 2.56M +102.2K (+4.2%) 130.59M +13.9M (+11.9%) 6.32% +0.253 pp 0.00% +0.000 pp USD32.66 +56.5% 12 qtrs
5 REINHART PARTNERS, INC. 2.42M +803.2K (+49.8%) 123.52M +46.8M (+61.0%) 5.98% +1.986 pp 3.70% +1.204 pp USD50.90 +0.4% 4 qtrs
6 CAPITAL INTERNATIONAL INVESTORS 2.21M +— (+0.0%) 113.09M +7.9M (+7.5%) 5.47% +0.000 pp 0.02% +0.001 pp USD34.98 +46.1% 9 qtrs
7 INVESCO LTD. 1.45M +70.3K (+5.1%) 74.19M +8.5M (+12.9%) 3.59% +0.174 pp 0.01% +0.001 pp USD44.20 +15.6% 12 qtrs
8 PRICE T ROWE ASSOCIATES INC /MD/ 1.18M +33.7K (+2.9%) 60.51M +5.8M (+10.6%) 2.93% +0.083 pp 0.01% +0.001 pp USD43.94 +16.3% 12 qtrs
9 STATE STREET CORP 1.06M -64.6K (-5.7%) 54.16M +691.0K (+1.3%) 2.62% -0.160 pp 0.00% +0.000 pp USD38.07 +34.3% 12 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 937.1K +7.1K (+0.8%) 47.90M +3.7M (+8.3%) 2.32% +0.018 pp 0.00% +0.000 pp USD31.55 +62.0% 12 qtrs
11 CHAMPLAIN INVESTMENT PARTNERS, LLC 923.5K -449.3K (-32.7%) 47.20M -18.1M (-27.7%) 2.28% -1.111 pp 0.48% -0.015 pp USD32.91 +55.3% 10 qtrs
12 DIMENSIONAL FUND ADVISORS LP 817.8K +69.8K (+9.3%) 41.80M +6.2M (+17.5%) 2.02% +0.173 pp 0.01% +0.001 pp USD45.07 +13.4% 7 qtrs
13 BALYASNY ASSET MANAGEMENT L.P. 753.0K -194.1K (-20.5%) 38.49M -6.6M (-14.6%) 1.86% -0.480 pp 0.05% -0.008 pp USD49.56 +3.1% 3 qtrs
14 QUBE RESEARCH & TECHNOLOGIES LTD 722.6K +170.3K (+30.8%) 36.93M +10.7M (+40.6%) 1.79% +0.421 pp 0.04% +0.010 pp USD45.90 +11.4% 8 qtrs
15 FEDERATED HERMES, INC. 711.4K +221.4K (+45.2%) 36.36M +13.1M (+56.0%) 1.76% +0.547 pp 0.06% +0.020 pp USD39.59 +29.1% 12 qtrs
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17 EMERALD ADVISERS, LLC 657.7K -27.1K (-4.0%) 33.61M +1.0M (+3.2%) 1.63% -0.067 pp 1.04% -0.008 pp USD25.09 +103.7% 12 qtrs
18 FRANKLIN RESOURCES INC 606.8K -168.2K (-21.7%) 31.01M -5.8M (-15.9%) 1.50% -0.416 pp 0.01% -0.002 pp USD40.53 +26.1% 8 qtrs
19 GW&K INVESTMENT MANAGEMENT, LLC 604.7K +245.8K (+68.5%) 30.91M +13.8M (+81.1%) 1.50% +0.608 pp 0.27% +0.116 pp USD50.49 +1.2% 3 qtrs
20 DEUTSCHE BANK AG\ 602.8K -45.8K (-7.1%) 30.81M -39.1K (-0.1%) 1.49% -0.113 pp 0.01% 0.000 pp USD41.42 +23.4% 12 qtrs
21 TWO SIGMA INVESTMENTS, LP 569.4K +97.5K (+20.7%) 29.10M +6.7M (+29.7%) 1.41% +0.241 pp 0.04% +0.008 pp USD41.01 +24.6% 12 qtrs
22 GOLDMAN SACHS GROUP INC 515.2K +156.1K (+43.5%) 26.33M +9.3M (+54.2%) 1.27% +0.386 pp 0.00% +0.001 pp USD39.94 +28.0% 12 qtrs
23 CAPITAL WORLD INVESTORS 508.9K -508.9K (-50.0%) 26.01M -22.4M (-46.3%) 1.26% -1.258 pp 0.00% -0.003 pp USD51.99 -1.7% 5 qtrs
24 AMERIPRISE FINANCIAL INC 481.3K -250.4K (-34.2%) 24.60M -10.2M (-29.3%) 1.19% -0.619 pp 0.01% -0.002 pp USD43.96 +16.3% 11 qtrs
25 JENNISON ASSOCIATES LLC 469.4K -160.0K (-25.4%) 23.99M -5.9M (-19.9%) 1.16% -0.396 pp 0.01% -0.003 pp USD28.94 +76.6% 12 qtrs
26 ROYAL BANK OF CANADA 405.1K -160.3K (-28.4%) 20.70M -6.2M (-23.0%) 1.00% -0.396 pp 0.00% -0.001 pp USD45.07 +13.4% 12 qtrs
27 EMERALD MUTUAL FUND ADVISERS TRUST 397.4K +6.1K (+1.6%) 20.31M +1.7M (+9.1%) 0.98% +0.015 pp 0.99% +0.029 pp USD24.71 +106.8% 12 qtrs
28 NORTHERN TRUST CORP 389.0K -26.5K (-6.4%) 19.88M +120.4K (+0.6%) 0.96% -0.066 pp 0.00% +0.000 pp USD36.18 +41.3% 12 qtrs
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30 SEGALL BRYANT & HAMILL, LLC 384.8K +17.3K (+4.7%) 19.67M +2.2M (+12.5%) 0.95% +0.043 pp 0.27% +0.033 pp USD52.74 -3.1% 5 qtrs
31 SILVERCREST ASSET MANAGEMENT GROUP LLC 374.2K +374.2K (+100.0%) 19.13M +19.1M (+100.0%) 0.93% +0.925 pp 0.13% +0.131 pp USD51.11 +0.0% 1 qtrs NEW
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 357.0K +6.5K (+1.9%) 18.25M +1.6M (+9.5%) 0.88% +0.016 pp 0.00% +0.000 pp USD33.33 +53.3% 12 qtrs
33 CITADEL ADVISORS LLC 331.5K +270.4K (+442.5%) 16.95M +14.0M (+483.0%) 0.82% +0.669 pp 0.00% +0.002 pp USD50.66 +0.9% 12 qtrs
34 WCM INVESTMENT MANAGEMENT, LLC 323.7K -63.0K (-16.3%) 16.76M -1.5M (-8.0%) 0.80% -0.156 pp 0.03% -0.003 pp USD50.99 +0.2% 5 qtrs
35 LOOMIS SAYLES & CO L P 326.1K +29.6K (+10.0%) 16.67M +2.6M (+18.2%) 0.81% +0.073 pp 0.02% +0.003 pp USD37.58 +36.0% 7 qtrs
36 SWEDBANK AB 300.0K +— (+0.0%) 15.34M +1.1M (+7.5%) 0.74% +0.000 pp 0.01% +0.000 pp USD50.54 +1.1% 5 qtrs
37 ABRDN PLC 294.2K -10.9K (-3.6%) 15.04M +525.1K (+3.6%) 0.73% -0.027 pp 0.02% +0.000 pp USD57.79 -11.6% 3 qtrs
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39 MORGAN STANLEY 284.8K -98.5K (-25.7%) 14.56M -3.7M (-20.1%) 0.70% -0.244 pp 0.00% 0.000 pp USD32.62 +56.7% 12 qtrs
40 ROCKEFELLER CAPITAL MANAGEMENT L.P. 273.0K -157.1K (-36.5%) 13.95M -6.5M (-31.8%) 0.67% -0.388 pp 0.03% -0.015 pp USD44.26 +15.5% 7 qtrs
41 STATE OF WISCONSIN INVESTMENT BOARD 262.8K +8.7K (+3.4%) 13.43M +1.3M (+11.2%) 0.65% +0.022 pp 0.03% +0.002 pp USD28.60 +78.7% 12 qtrs
42 PEREGRINE CAPITAL MANAGEMENT LLC 261.7K -6.7K (-2.5%) 13.37M +610.2K (+4.8%) 0.65% -0.017 pp 0.41% +0.026 pp USD25.78 +98.3% 12 qtrs
43 WASATCH ADVISORS LP 256.4K -5.8K (-2.2%) 13.10M +634.2K (+5.1%) 0.63% -0.014 pp 0.08% +0.011 pp USD30.98 +65.0% 12 qtrs
44 ADAGE CAPITAL PARTNERS GP, L.L.C. 248.7K +248.7K (+100.0%) 12.71M +12.7M (+100.0%) 0.61% +0.615 pp 0.02% +0.019 pp USD51.11 +0.0% 3 qtrs
45 OBERWEIS ASSET MANAGEMENT INC/ 237.5K +5.7K (+2.5%) 12.14M +1.1M (+10.1%) 0.59% +0.014 pp 0.44% +0.022 pp USD41.00 +24.7% 9 qtrs
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47 TWO SIGMA ADVISERS, LP 233.8K -48.1K (-17.1%) 11.95M -1.5M (-10.9%) 0.58% -0.119 pp 0.02% -0.004 pp USD31.58 +61.8% 12 qtrs
48 VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.3K -48.0K (-18.6%) 10.75M -1.5M (-12.5%) 0.52% -0.119 pp 0.04% -0.004 pp USD51.02 +0.2% 3 qtrs
49 POINT72 ASSET MANAGEMENT, L.P. 202.8K +189.4K (+1,407.8%) 10.37M +9.7M (+1,520.3%) 0.50% +0.468 pp 0.01% +0.011 pp USD50.87 +0.5% 2 qtrs
50 ROYCE & ASSOCIATES LP 202.7K +40.3K (+24.9%) 10.36M +2.6M (+34.2%) 0.50% +0.100 pp 0.11% +0.028 pp USD49.07 +4.2% 6 qtrs
51 D. E. SHAW & CO., INC. 194.4K -31.9K (-14.1%) 9.94M -827.6K (-7.7%) 0.48% -0.079 pp 0.01% -0.001 pp USD41.05 +24.5% 10 qtrs
52 NUVEEN, LLC 194.1K +23.4K (+13.7%) 9.92M +1.8M (+22.2%) 0.48% +0.058 pp 0.00% +0.001 pp USD52.90 -3.4% 4 qtrs
53 CHILTON INVESTMENT CO INC. 192.0K +31.5K (+19.6%) 9.81M +2.2M (+28.6%) 0.47% +0.078 pp 0.21% +0.049 pp USD44.29 +15.4% 8 qtrs
54 GILLSON CAPITAL LP 183.7K +183.7K (+100.0%) 9.39M +9.4M (+100.0%) 0.45% +0.454 pp 0.61% +0.614 pp USD51.11 +0.0% 1 qtrs NEW
55 RENAISSANCE TECHNOLOGIES LLC 158.9K +36.7K (+30.0%) 8.12M +2.3M (+39.7%) 0.39% +0.091 pp 0.01% +0.005 pp USD48.17 +6.1% 7 qtrs
56 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 167.0K +3.4K (+2.1%) 8.12M +778.2K (+10.6%) 0.41% +0.009 pp 0.01% +0.001 pp USD33.44 +52.8% 10 qtrs
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60 RAYMOND JAMES FINANCIAL INC 134.6K -26.8K (-16.6%) 6.88M -796.7K (-10.4%) 0.33% -0.066 pp 0.00% 0.000 pp USD52.52 -2.7% 5 qtrs
61 MILLENNIUM MANAGEMENT LLC 125.7K -199.2K (-61.3%) 6.43M -9.0M (-58.4%) 0.31% -0.493 pp 0.00% -0.004 pp USD51.18 -0.1% 12 qtrs
62 BANK OF NEW YORK MELLON CORP 121.0K +121.0 (+0.1%) 6.19M +435.4K (+7.6%) 0.30% +0.000 pp 0.00% +0.000 pp USD31.32 +63.2% 12 qtrs
63 RUSSELL INVESTMENTS GROUP, LTD. 113.8K +54.4K (+91.7%) 5.82M +3.0M (+106.0%) 0.28% +0.135 pp 0.01% +0.003 pp USD39.40 +29.7% 12 qtrs
64 GILDER GAGNON HOWE & CO LLC 91.7K -3.3K (-3.5%) 4.69M +168.2K (+3.7%) 0.23% -0.008 pp 0.05% +0.003 pp USD23.27 +119.6% 12 qtrs
65 PRINCIPAL FINANCIAL GROUP INC 90.5K +31.1K (+52.4%) 4.62M +1.8M (+63.8%) 0.22% +0.077 pp 0.00% +0.001 pp USD44.03 +16.1% 8 qtrs
66 STRS OHIO 87.6K -500.0 (-0.6%) 4.48M +287.2K (+6.9%) 0.22% -0.001 pp 0.02% +0.001 pp USD34.25 +49.2% 12 qtrs
67 SEI INVESTMENTS CO 87.1K +6.5K (+8.1%) 4.45M +620.5K (+16.2%) 0.22% +0.016 pp 0.00% +0.000 pp USD31.12 +64.2% 12 qtrs
68 ENVESTNET ASSET MANAGEMENT INC 85.6K +5.9K (+7.3%) 4.38M +582.7K (+15.4%) 0.21% +0.015 pp 0.00% +0.000 pp USD41.13 +24.3% 10 qtrs
69 BNP PARIBAS ARBITRAGE, SNC 72.7K -51.3K (-41.4%) 3.72M -2.2M (-37.0%) 0.18% -0.127 pp 0.00% -0.002 pp USD51.72 -1.2% 5 qtrs
70 SWISS NATIONAL BANK 71.9K +1.4K (+2.0%) 3.67M +321.8K (+9.6%) 0.18% +0.004 pp 0.00% +0.000 pp USD33.93 +50.6% 11 qtrs
71 FIRST TRUST ADVISORS LP 66.2K -42.1K (-38.8%) 3.38M -1.8M (-34.3%) 0.16% -0.104 pp 0.00% -0.001 pp USD41.89 +22.0% 7 qtrs
72 VICTORY CAPITAL MANAGEMENT INC 62.3K -28.7K (-31.5%) 3.18M -1.1M (-26.4%) 0.15% -0.071 pp 0.00% -0.001 pp USD34.99 +46.1% 9 qtrs
73 FMR LLC 62.1K +43.9K (+241.6%) 3.17M +2.3M (+267.1%) 0.15% +0.109 pp 0.00% +0.000 pp USD50.01 +2.2% 12 qtrs
74 JPMORGAN CHASE & CO 62.0K -19.5K (-24.0%) 3.17M -708.8K (-18.3%) 0.15% -0.048 pp 0.00% +0.000 pp USD39.21 +30.3% 12 qtrs
75 BARCLAYS PLC 58.9K -5.2K (-8.0%) 3.01M +401.3K (+15.4%) 0.15% -0.013 pp 0.00% +0.000 pp USD45.58 +12.1% 12 qtrs
76 NORDEA INVESTMENT MANAGEMENT AB 57.2K -11.0K (-16.1%) 2.96M -264.8K (-8.2%) 0.14% -0.027 pp 0.00% 0.000 pp USD41.75 +22.4% 6 qtrs
77 PRUDENTIAL FINANCIAL INC 53.6K +23.9K (+80.7%) 2.74M +1.3M (+94.2%) 0.13% +0.059 pp 0.00% +0.002 pp USD52.69 -3.0% 6 qtrs
78 JANE STREET GROUP, LLC 53.4K -35.1K (-39.7%) 2.73M -1.5M (-35.2%) 0.13% -0.087 pp 0.00% 0.000 pp USD53.57 -4.6% 10 qtrs
79 CALLAHAN ADVISORS, LLC 53.0K +— (+0.0%) 2.71M +188.3K (+7.5%) 0.13% +0.000 pp 0.22% +0.009 pp USD38.61 +32.4% 8 qtrs
80 HARBOR CAPITAL ADVISORS, INC. 50.9K +10.4K (+25.6%) 2.60M +674.0K (+35.0%) 0.13% +0.026 pp 0.20% +0.052 pp USD52.59 -2.8% 6 qtrs
81 UBS ASSET MANAGEMENT AMERICAS INC 49.9K +75.0 (+0.2%) 2.55M +180.7K (+7.6%) 0.12% +0.000 pp 0.00% +0.000 pp USD45.70 +11.8% 7 qtrs
82 JANUS HENDERSON GROUP PLC 48.7K +5.3K (+12.1%) 2.49M +423.7K (+20.5%) 0.12% +0.013 pp 0.00% +0.000 pp USD53.47 -4.4% 9 qtrs
83 WELLS FARGO & COMPANY/MN 48.7K +20.1K (+70.0%) 2.49M +1.1M (+82.7%) 0.12% +0.050 pp 0.00% +0.000 pp USD47.19 +8.3% 12 qtrs
84 EXODUSPOINT CAPITAL MANAGEMENT, LP 46.7K +46.7K (+100.0%) 2.39M +2.4M (+100.0%) 0.12% +0.116 pp 0.02% +0.019 pp USD51.11 +0.0% 1 qtrs NEW
85 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 46.4K -12.0K (-20.6%) 2.37M -406.5K (-14.6%) 0.11% -0.030 pp 0.00% -0.001 pp USD46.56 +9.8% 7 qtrs
86 LEGAL & GENERAL GROUP PLC 45.7K +2.3K (+5.3%) 2.34M +272.5K (+13.2%) 0.11% +0.006 pp 0.00% +0.000 pp USD36.77 +39.0% 12 qtrs
87 CREDIT AGRICOLE S A 44.8K +— (+0.0%) 2.29M +159.1K (+7.5%) 0.11% +0.000 pp 0.01% 0.000 pp USD47.56 +7.5% 2 qtrs
88 Y-INTERCEPT (HONG KONG) LTD 44.1K -10.3K (-18.9%) 2.25M -333.0K (-12.9%) 0.11% -0.025 pp 0.05% -0.012 pp USD49.58 +3.1% 5 qtrs
89 RHUMBLINE ADVISERS 43.7K -7.8K (-15.2%) 2.23M -216.9K (-8.9%) 0.11% -0.019 pp 0.00% 0.000 pp USD30.50 +67.6% 12 qtrs
90 MARTINGALE ASSET MANAGEMENT L P 41.4K -164.0 (-0.4%) 2.12M +139.3K (+7.0%) 0.10% 0.000 pp 0.05% +0.004 pp USD33.80 +51.2% 10 qtrs
91 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 40.2K +31.7K (+370.3%) 2.06M +1.6M (+405.4%) 0.10% +0.078 pp 0.07% +0.054 pp USD50.36 +1.5% 2 qtrs
92 ALLIANCEBERNSTEIN L.P. 40.1K -1.0K (-2.4%) 2.05M +94.9K (+4.9%) 0.10% -0.003 pp 0.00% +0.000 pp USD33.29 +53.5% 11 qtrs
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37.5K -2.1K (-5.3%) 1.92M +34.0K (+1.8%) 0.09% -0.005 pp 0.00% +0.000 pp USD45.10 +13.3% 10 qtrs
94 SCHONFELD STRATEGIC ADVISORS LLC 37.5K -32.4K (-46.3%) 1.92M -1.4M (-42.3%) 0.09% -0.080 pp 0.01% -0.010 pp USD47.56 +7.5% 12 qtrs
95 PATHSTONE HOLDINGS, LLC 35.7K +13.2K (+58.6%) 1.82M +753.2K (+70.5%) 0.09% +0.033 pp 0.01% +0.003 pp USD53.43 -4.3% 5 qtrs
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 34.7K -1.8K (-4.9%) 1.77M +38.6K (+2.2%) 0.09% -0.004 pp 0.00% +0.000 pp USD33.91 +50.7% 12 qtrs
97 STERLING CAPITAL MANAGEMENT LLC 33.5K +33.5K (+38,454.0%) 1.71M +1.7M (+41,329.0%) 0.08% +0.083 pp 0.03% +0.028 pp USD51.11 +0.0% 6 qtrs
98 CALAMOS ADVISORS LLC 32.5K +32.5K (+100.0%) 1.66M +1.7M (+100.0%) 0.08% +0.080 pp 0.01% +0.006 pp USD51.11 +0.0% 1 qtrs NEW
99 AQR CAPITAL MANAGEMENT LLC 32.4K +20.7K (+177.0%) 1.65M +1.1M (+197.6%) 0.08% +0.051 pp 0.00% +0.001 pp USD48.23 +6.0% 8 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.19
Neutral
Ratio by volume
3.00
Bullish
Buys
68
Sells
57
Shares acquired
1.13M
Shares disposed
326.8K
Cash buys
8.00
Cash sales
1.00
Net activity
+801,648
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-03 Kuczinski Anthony J Director P-Purchase A Common Stock 1,000 48.13 48.1K 11,903 D
2026-03-02 Peirce Christopher Locke Director P-Purchase A Common Stock 3,200 47.30 151.4K 3,200 D
2026-03-02 Kuczinski Anthony J Director P-Purchase A Common Stock 2,000 48.79 97.6K 10,903 D
2026-02-27 Robinson Andrew S Director / Officer P-Purchase A Common Stock 11,279 46.94 529.4K 167,674 D
2026-02-27 McHarg Taryn Leonie Officer P-Purchase A Common Stock 100 46.49 4.6K 100 I
2026-02-27 Kuczinski Anthony J Director P-Purchase A Common Stock 2,000 46.88 93.8K 8,903 D
2026-02-26 Schmitt Thomas N Officer F-InKind D Common Stock 1,153 45.89 52.9K 16,523 D
2026-02-26 Robinson Andrew S Director / Officer F-InKind D Common Stock 6,916 45.89 317.4K 145,574 D
2026-02-26 Kapadia Sandip A Officer F-InKind D Common Stock 847 45.89 38.9K 17,041 D
2026-02-26 HAUSHILL MARK W Officer F-InKind D Common Stock 1,436 45.89 65.9K 136,412 D
2026-02-26 Duffy Sean W Officer F-InKind D Common Stock 1,391 45.89 63.8K 17,963 D
2026-02-26 Burkhart John A III Officer F-InKind D Common Stock 1,652 45.89 75.8K 34,817 D
2026-02-26 Bodnar Dan PK Officer F-InKind D Common Stock 876 45.89 40.2K 26,465 D
2026-02-25 Slaughter James Richard Officer A-Award A 2026 MIP - RSUs 108,154 0.00 108,154 D
2026-02-25 Schmitt Thomas N Officer A-Award A 2026 LTIP - PSUs 1,442 0.00 1,442 D
2026-02-25 Robinson Andrew S Director / Officer M-Exempt D 2023 LTIP - PSUs 15,151 0.00 0 D
2026-02-25 RYAN PATRICIA A. Officer A-Award A 2026 Bright Future - RSUs 10,815 0.00 10,815 D
2026-02-25 McHarg Taryn Leonie Officer A-Award A 2026 MIP - RSUs 37,854 0.00 37,854 D
2026-02-25 Khan Shakoor Officer A-Award A 2026 Bright Future - RSUs 4,326 0.00 4,326 D
2026-02-25 Kapadia Sandip A Officer M-Exempt A Common Stock 2,343 0.00 17,888 D
2026-02-25 Ibeson David Christopher Ben Officer A-Award A 2026 MIP - RSUs 21,630 0.00 21,630 D
2026-02-25 HAUSHILL MARK W Officer M-Exempt A Common Stock 4,392 0.00 137,848 D
2026-02-25 Duffy Sean W Officer M-Exempt A Common Stock 3,318 0.00 19,354 D
2026-02-25 Burkhart John A III Officer M-Exempt A Common Stock 4,198 0.00 36,469 D
2026-02-25 Bodnar Dan PK Officer A-Award A 2026 LTIP - RSUs 1,261 0.00 1,261 D
2026-02-09 Schmitt Thomas N Officer S-Sale D Common Stock 2,616 43.49 113.8K 14,747 D
2026-02-01 Peirce Christopher Locke 0 0.00 0
2026-01-12 Schmitt Thomas N Officer M-Exempt A Common Stock 5,000 0.00 19,331 D
2026-01-12 Robinson Andrew S Director / Officer F-InKind D Common Stock 19,857 46.10 915.4K 104,590 D
2026-01-12 Kapadia Sandip A Officer M-Exempt A Common Stock 5,000 0.00 17,353 D
2026-01-12 HAUSHILL MARK W Officer M-Exempt A Common Stock 6,665 0.00 136,079 D
2026-01-12 Duffy Sean W Officer M-Exempt D 2023 IPO RSU Grant (4-Year) 5,000 0.00 5,000 D
2026-01-12 Burkhart John A III Officer F-InKind D Common Stock 2,798 46.10 129.0K 28,229 D
2026-01-12 Bodnar Dan PK Officer M-Exempt A Common Stock 5,000 0.00 23,915 D
2026-01-01 Slaughter James Richard Officer A-Award A Common Stock 55,475 50.00 2.77M 55,475 D
2026-01-01 Schmitt Thomas N Officer M-Exempt A Common Stock 2,525 0.00 12,484 D
2026-01-01 Robinson Andrew S Director / Officer F-InKind D Common Stock 5,973 51.11 305.3K 74,447 D
2026-01-01 McHarg Taryn Leonie Officer A-Award A Common Stock 7,764 50.00 388.2K 7,764 D
2026-01-01 Kapadia Sandip A Officer M-Exempt A Common Stock 2,020 0.00 10,079 D
2026-01-01 Ibeson David Christopher Ben Officer A-Award A Common Stock 266,867 50.00 13.34M 266,867 D
2026-01-01 Hays James Charles Director A-Award A Common Stock 143,664 50.00 7.18M 174,061 D
2026-01-01 HAUSHILL MARK W Officer M-Exempt D 2023 LTIP - RSUs 3,787 0.00 0 D
2026-01-01 Duffy Sean W Officer F-InKind D Common Stock 1,267 51.11 64.8K 10,407 D
2026-01-01 Burkhart John A III Officer M-Exempt A Common Stock 3,619 0.00 25,797 D
2026-01-01 Bodnar Dan PK Officer M-Exempt A Common Stock 2,020 0.00 19,680 D
2025-12-18 Kapadia Sandip A Officer S-Sale D Common Stock 5,030 50.01 251.6K 8,059 D
2025-12-12 Kapadia Sandip A Officer S-Sale D Common Stock 1,486 50.03 74.3K 14,289 D
2025-12-11 Schmitt Thomas N Officer S-Sale D Common Stock 88 47.61 4.2K 9,959 D
2025-06-16 HAUSHILL MARK W Officer S-Sale D Common Stock 10,566 59.07 624.1K 123,063 D
2025-06-13 HAUSHILL MARK W Officer S-Sale D Common Stock 52,748 58.76 3.10M 133,629 D
2025-06-06 Robinson Andrew S Director / Officer S-Sale D Common Stock 168 63.58 10.7K 65,269 D
2025-05-14 Hill Kirby Officer S-Sale D Common Stock 8,249 60.87 502.1K 8,249 D
2025-05-09 Terry Katharine Director M-Exempt D 2024 RSU Award 2,779 0.00 0 D
2025-05-09 Morrissey Michael J. Director M-Exempt A Common Stock 2,779 0.00 3,519 D
2025-05-09 Kuczinski Anthony J Director M-Exempt D 2024 RSU Award 2,779 0.00 0 D
2025-05-09 Hays James Charles Director M-Exempt D 2024 RSU Award 2,779 0.00 0 D
2025-05-09 Dall Marcia A Director M-Exempt D 2024 RSU Award 2,779 0.00 0 D
2025-05-09 Creager Robert E. Director M-Exempt A Common Stock 2,779 0.00 53,033 D
2025-05-09 Ashe Gena L Director M-Exempt A Common Stock 2,779 0.00 3,513 D
2025-05-08 Robinson Andrew S Director / Officer S-Sale D Common Stock 13,786 59.23 816.6K 101,540 D
2025-05-08 HAUSHILL MARK W Officer S-Sale D Common Stock 3,447 59.23 204.2K 186,146 D
2025-05-07 Terry Katharine Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 Robinson Andrew S Director / Officer M-Exempt A Common Stock 33,282 0.00 115,326 D
2025-05-07 RYAN PATRICIA A. Officer A-Award A 2025 LTIP - PSUs 1,048 0.00 1,048 D
2025-05-07 Morrissey Michael J. Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 Kuczinski Anthony J Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 Hays James Charles Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 HAUSHILL MARK W Officer M-Exempt D 2022 LTIP - PSUs 5,699 0.00 0 D
2025-05-07 Dall Marcia A Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 Creager Robert E. Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-05-07 Ashe Gena L Director A-Award A 2025 RSU Award 1,797 0.00 1,797 D
2025-04-01 RYAN PATRICIA A. 0 0.00 0
2025-03-17 Duffy Sean W Officer S-Sale D Common Stock 5,625 48.90 275.1K 8,813 D
2025-03-06 Shaunty Leslie Officer S-Sale D Common Stock 1,412 50.24 70.9K 26,104 D
2025-03-06 Schmitt Thomas N Officer M-Exempt A Common Stock 5,000 0.00 11,655 D
2025-03-06 Robinson Andrew S Director / Officer S-Sale D Common Stock 20,311 50.24 1.02M 82,044 D
2025-03-06 Kapadia Sandip A Officer M-Exempt D 2022 LTIP - PSUs 2,937 0.00 0 D
2025-03-06 Hill Kirby Officer M-Exempt A Common Stock 6,665 0.00 19,205 D
2025-03-06 HAUSHILL MARK W Officer M-Exempt A Common Stock 6,665 0.00 183,636 D
2025-03-06 Duffy Sean W Officer S-Sale D Common Stock 2,002 50.24 100.6K 11,446 D
2025-03-06 Clark Chase M Officer M-Exempt D 2023 IPO RSU Grant (3-Year) 2,500 0.00 2,500 D
2025-03-06 Burkhart John A III Officer M-Exempt D 2023 IPO RSU Grant (3-Year) 6,665 0.00 6,665 D
2025-03-06 Bodnar Dan PK Officer M-Exempt A Common Stock 5,000 0.00 19,268 D
2025-03-06 Ashe Gena L Director S-Sale D Common Stock 1,000 50.62 50.6K 734 D
2025-03-03 Schmitt Thomas N Officer S-Sale D Common Stock 6,300 51.92 327.1K 3,946 D
2025-02-25 Schmitt Thomas N Officer A-Award A 2025 LTIP - RSUs 1,182 0.00 1,182 D
2025-02-25 Robinson Andrew S Director / Officer A-Award A 2025 LTIP - RSUs 10,133 0.00 10,133 D
2025-02-25 Khan Shakoor Officer A-Award A 2025 LTIP - PSUs 844 0.00 844 D
2025-02-25 Kapadia Sandip A Officer A-Award A 2025 LTIP - RSUs 1,520 0.00 1,520 D
2025-02-25 HAUSHILL MARK W Officer A-Award A 2025 LTIP - RSUs 2,702 0.00 2,702 D
2025-02-25 Duffy Sean W Officer A-Award A 2025 LTIP - PSUs 1,351 0.00 1,351 D
2025-02-25 Clark Chase M Officer A-Award A 2025 LTIP - PSUs 844 0.00 844 D
2025-02-25 Burkhart John A III Officer A-Award A 2025 LTIP - PSUs 2,702 0.00 2,702 D
2025-02-25 Bodnar Dan PK Officer A-Award A 2025 LTIP - RSUs 1,013 0.00 1,013 D
2025-01-08 Robinson Andrew S Director / Officer S-Sale D Common Stock 262 45.53 11.9K 52,355 D
2025-01-07 Robinson Andrew S Director / Officer S-Sale D Common Stock 3,766 45.07 169.7K 59,863 D
2025-01-06 Shaunty Leslie Officer S-Sale D Common Stock 344 47.07 16.2K 20,407 D
2025-01-06 Schmitt Thomas N Officer S-Sale D Common Stock 546 46.85 25.6K 10,246 D
2025-01-06 Robinson Andrew S Director / Officer S-Sale D Common Stock 130 47.11 6.1K 63,676 D
2025-01-06 Kapadia Sandip A Officer S-Sale D Common Stock 464 46.97 21.8K 10,371 D
2025-01-03 Shaunty Leslie Officer S-Sale D Common Stock 457 47.73 21.8K 20,751 D
2025-01-03 Schmitt Thomas N Officer S-Sale D Common Stock 637 47.81 30.5K 10,792 D
2025-01-03 Robinson Andrew S Director / Officer S-Sale D Common Stock 9,643 47.83 461.2K 67,501 D
2025-01-03 Kapadia Sandip A Officer S-Sale D Common Stock 551 47.82 26.4K 11,957 D
2025-01-02 Robinson Andrew S Director / Officer S-Sale D Common Stock 6,010 49.37 296.7K 77,144 D
2025-01-02 Kapadia Sandip A Officer S-Sale D Common Stock 4,347 49.51 215.2K 12,508 D
2025-01-02 Hill Kirby Officer S-Sale D Common Stock 1,560 49.00 76.4K 8,786 D
2025-01-02 HAUSHILL MARK W Officer S-Sale D Common Stock 1,630 49.06 80.0K 176,971 D
2025-01-02 Duffy Sean W Officer S-Sale D Common Stock 1,475 49.02 72.3K 8,455 D
2025-01-02 Burkhart John A III Officer S-Sale D Common Stock 1,465 49.04 71.8K 14,042 D
2025-01-02 Bodnar Dan PK Officer S-Sale D Common Stock 785 49.05 38.5K 15,161 D
2024-12-31 Kuczinski Anthony J Director Common Stock 0 0.00 277 D
2024-12-05 Hays James Charles Director S-Sale D Common Stock 27,950 54.84 1.53M 669,311 I
2024-12-04 Hays James Charles Director S-Sale D Common Stock 50,000 54.22 2.71M 697,261 I
2024-12-03 Hays James Charles Director S-Sale D Common Stock 25,000 54.00 1.35M 747,261 I
2024-11-27 Hays James Charles Director S-Sale D Common Stock 33,539 53.87 1.81M 772,261 I
2024-11-04 Hill Kirby Officer S-Sale D Common Stock 3,600 43.07 155.1K 10,346 D
2024-08-09 Terry Katharine Director S-Sale D Common Stock 1,653 36.87 60.9K 4,001
2024-08-08 Khan Shakoor Officer D 2024 LTIP - Common Stock 1,495 0.00 0
2024-08-08 Clark Chase M Officer D 2023 LTIP - Common Stock 1,262 0.00 0
2024-05-10 Robinson Andrew S Director / Officer S-Sale D Common Stock 23,533 37.21 875.7K 83,154
2024-05-10 Hill Kirby Officer S-Sale D Common Stock 8,500 37.02 314.7K 13,946
2024-05-10 HAUSHILL MARK W Officer S-Sale D Common Stock 3,244 37.18 120.6K 177,886
2024-05-09 WESTAIM Corp 10% Owner S-Sale D Common Stock 5,060,000 36.50 184.69M 1,919,639
2024-05-09 Terry Katharine Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 Robinson Andrew S Director / Officer M-Exempt A Common Stock 59,804 0.00 106,687
2024-05-09 Morrissey Michael J. Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 Kuczinski Anthony J Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 Hays James Charles Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 HAUSHILL MARK W Officer M-Exempt A Common Stock 9,442 0.00 181,130
2024-05-09 Dall Marcia A Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 Creager Robert E. Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-05-09 Ashe Gena L Director A-Award A 2024 RSU Award 2,779 0.00 2,779
2024-03-12 Robinson Andrew S Director / Officer S-Sale D Common Stock 14,243 35.93 511.8K 46,883
2024-03-11 Robinson Andrew S Director / Officer S-Sale D Common Stock 13,407 35.63 477.7K 61,126
2024-03-08 Robinson Andrew S Director / Officer S-Sale D Common Stock 12,109 35.56 430.6K 74,533
2024-03-07 Robinson Andrew S Director / Officer S-Sale D Common Stock 10,241 35.44 362.9K 86,642
2024-03-06 Robinson Andrew S Director / Officer S-Sale D Common Stock 13,374 35.70 477.5K 96,883
2024-03-05 Robinson Andrew S Director / Officer S-Sale D Common Stock 27,439 35.32 969.1K 110,257
2024-03-04 Robinson Andrew S Director / Officer S-Sale D Common Stock 17,246 36.15 623.4K 137,696
2024-03-01 Robinson Andrew S Director / Officer S-Sale D Common Stock 18,689 36.08 674.3K 154,942
2024-03-01 Kuczinski Anthony J Director P-Purchase A Common Stock 400 36.17 14.5K 4,124
2024-02-29 Shaunty Leslie Officer M-Exempt D 2021 LTIP - Performance Share Units 2,133 0.00 0
2024-02-29 Schmitt Thomas N Officer F-InKind D Common Stock 1,992 36.47 72.6K 10,717
2024-02-29 Hill Kirby Officer M-Exempt A Common Stock 6,115 0.00 24,730
2024-02-29 Duffy Sean W Officer M-Exempt D 2021 LTIP - Performance Share Units 4,835 0.00 0
2024-02-29 Burkhart John A III Officer M-Exempt D 2021 LTIP - Performance Share Units 5,689 0.00 0
2024-02-29 Bodnar Dan PK Officer M-Exempt D 2021 LTIP - Performance Share Units 2,844 0.00 0
2024-02-28 HAUSHILL MARK W Officer S-Sale D Common Stock 20,000 36.40 728.0K 171,688
2024-02-27 Shaunty Leslie Officer A-Award A 2024 LTIP - Common Stock 1,495 0.00 1,495
2024-02-27 Schmitt Thomas N Officer A-Award A 2024 LTIP - Common Stock 1,495 0.00 1,495
2024-02-27 Robinson Andrew S Director / Officer A-Award A 2024 LTIP - Common Stock 14,959 0.00 14,959
2024-02-27 Kapadia Sandip A Officer A-Award A 2024 LTIP - Common Stock 1,745 0.00 1,745
2024-02-27 Hill Kirby Officer A-Award A 2024 LTIP - Common Stock 2,144 0.00 2,144
2024-02-27 HAUSHILL MARK W Officer S-Sale D Common Stock 45,000 35.80 1.61M 191,688
2024-02-27 Duffy Sean W Officer A-Award A 2024 LTIP - Common Stock 1,745 0.00 1,745
2024-02-27 Burkhart John A III Officer A-Award A 2024 LTIP - Performance Share Units 3,490 0.00 3,490
2024-02-27 Bodnar Dan PK Officer A-Award A 2024 LTIP - Performance Share Units 1,495 0.00 1,495
2024-02-26 HAUSHILL MARK W Officer S-Sale D Common Stock 25,000 35.58 889.5K 236,688
2024-02-23 HAUSHILL MARK W Officer S-Sale D Common Stock 35,000 35.96 1.26M 261,688
2024-01-01 Shaunty Leslie Officer M-Exempt D Restricted Stock Unit 2,112 0.00 0
2024-01-01 Schmitt Thomas N Officer M-Exempt D Restricted Stock Unit 5,281 0.00 0
2024-01-01 Robinson Andrew S Director / Officer M-Exempt A Common Stock 40,137 0.00 189,681
2024-01-01 Kapadia Sandip A Officer M-Exempt A Common Stock 1,394 0.00 12,172
2024-01-01 Hill Kirby Officer F-InKind D Common Stock 2,517 33.88 85.3K 18,615
2024-01-01 HAUSHILL MARK W Officer M-Exempt A Common Stock 6,337 0.00 299,121
2024-01-01 Duffy Sean W Officer F-InKind D Common Stock 2,117 33.88 71.7K 6,976
2024-01-01 Burkhart John A III Officer M-Exempt A Common Stock 5,633 0.00 11,228
2024-01-01 Bodnar Dan PK Officer M-Exempt D Restricted Stock Unit 2,816 0.00 0
2023-12-14 Morrissey Michael J. Director A-Award A Common Stock 740 0.00 740
2023-11-20 WESTAIM Corp 10% Owner S-Sale D Common Stock 3,600,000 30.50 109.80M 6,979,639
2023-08-14 Ashe Gena L Director A-Award A Common Stock 1,734 0.00 1,734
2023-08-10 Kuczinski Anthony J Director P-Purchase A Common Stock 1,000 25.08 25.1K 4,026
2023-08-07 Kuczinski Anthony J Director A-Award A Common Stock 1,724 0.00 3,026
2023-08-01 Kuczinski Anthony J Director I Common Stock 0 0.00 12
2023-07-31 Westaim HIIG Limited Partnership 10% Owner J-Other D Common Stock 7,392,237 0.00 0
2023-07-31 WESTAIM CORP 10% Owner J-Other A Common Stock 7,281,780 0.00 10,579,639
2023-06-29 Terry Katharine Director A-Award A Common Stock 3,988 0.00 5,654
2023-06-29 Hays James Charles Director A-Award A Common Stock 3,988 0.00 27,618
2023-06-29 Dall Marcia A Director A-Award A Common Stock 3,988 0.00 5,654
2023-06-29 Creager Robert E. Director A-Award A Common Stock 3,988 0.00 50,254
2023-06-12 WESTAIM CORP 10% Owner S-Sale D Common Stock 3,987,500 23.00 91.71M 3,297,859
2023-06-12 Hays James Charles Director S-Sale D Common Stock 200,000 21.91 4.38M 1,975,851
2023-05-26 Creager Robert E. 0 0.00 0
2023-05-15 Kuczinski Anthony J Director D Common Stock 0 0.00 145
2023-02-27 Shaunty Leslie Officer A-Award A 2023 LTIP - Performance Share Units 2,020 0.00 2,020
2023-02-27 Schmitt Thomas N Officer A-Award A 2023 LTIP - Performance Units 2,525 0.00 2,525
2023-02-27 Robinson Andrew S Director / Officer A-Award A 2023 LTIP - Common Stock 15,151 0.00 15,151
2023-02-27 Kapadia Sandip A Officer A-Award A 2023 LTIP - Common Stock 2,020 0.00 2,020
2023-02-27 Hill Kirby Officer A-Award A 2023 LTIP - Common Stock 3,619 0.00 3,619
2023-02-27 HAUSHILL MARK W Officer A-Award A 2023 LTIP - Common Stock 3,787 0.00 3,787
2023-02-27 Duffy Sean W Officer A-Award A 2023 LTIP - Common Stock 2,861 0.00 2,861
2023-02-27 Burkhart John A III Officer A-Award A 2023 LTIP - Performance Share Units 3,619 0.00 3,619
2023-02-27 Bodnar Dan PK Officer A-Award A 2023 LTIP - Performance Share Units 2,020 0.00 2,020
2023-01-12 Westaim HIIG Limited Partnership 10% Owner D Common Stock 0 0.00 7,392,237
2023-01-12 WESTAIM CORP 10% Owner C-Conversion A Common Stock 7,285,359 0.00 7,285,359
2023-01-12 Terry Katharine 0 0.00 0
2023-01-12 Shaunty Leslie Director D Common Stock 0 0.00 15,860
2023-01-12 Schmitt Thomas N Director / Officer D 2022 LTIP - Performance Share Units 3,799 0.00
2023-01-12 Robinson Andrew S Director D 2022 LTIP - Performance Share Units 22,796 0.00

Executive team

Top executives
EBIT / Employee
386.8K
Shares Outstanding
44.54M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Andrew Robinson Chairman and CEO, Skyward Group 975.0K 1.56M 2.97M 21.0K 5.53M 28.26%
2 2025 John Burkhart President, U.S. Property and Casualty, Skyward Specialty 500.0K 416.8K 827.3K 31.2K 1.78M 23.48%
3 2025 Mark Haushill CFO, Skyward Group 500.0K 416.8K 687.0K 30.3K 1.63M 25.51%
4 2025 Patricia Ryan Chief Legal Officer and Corporate Secretary, Skyward Group 304.7K 150.0K 185.1K 500.0K 14.1K 1.15M 16.04%
5 2025 Sandip Kapadia President, Reinsurance and Head of Actuarial, Skyward Specialty 429.2K 234.5K 438.7K 28.5K 1.13M 20.74%
6 2024 Andrew Robinson Chairman and CEO, Skyward Group 900.0K 1.63M 2.11M 4.64M 35.22%
7 2024 Andrew Robinson Chairman and CEO 900.0K 1.63M 2.11M 4.64M 35.22%
8 2024 Mark Haushill CFO, Skyward Group 487.5K 381.4K 534.0K 3.8K 1.41M 27.12%
9 2024 Mark Haushill Executive Vice President & CFO 487.5K 381.4K 534.0K 3.8K 1.41M 27.12%
10 2024 John Burkhart President, U.S. Property and Casualty, Skyward Specialty 464.6K 381.4K 450.0K 3.5K 1.30M 29.35%
11 2024 John Burkhart President, Specialty Lines & Industry Solutions 464.6K 381.4K 450.0K 3.5K 1.30M 29.35%
12 2024 Kirby Hill President, Programs, Captives & Alternate Risk 425.0K 234.3K 200.0K 3.5K 862.9K 27.16%
13 2024 Sandip Kapadia Executive Vice President, Chief Actuary and Analytics Officer 400.0K 190.7K 262.5K 6.3K 859.5K 22.19%
14 2024 Sandip Kapadia President, Reinsurance and Head of Actuarial, Skyward Specialty 400.0K 190.7K 262.5K 6.3K 859.5K 22.19%
15 2023 Andrew Robinson Chairman and CEO, Skyward Group 800.0K 3.88M 2.33M 1.60M 16.5K 8.62M 71.97%
16 2023 Andrew Robinson Chairman and CEO 800.0K 3.88M 2.33M 1.60M 16.5K 8.62M 71.97%
17 2023 Andrew Robinson Chief Executive Officer 800.0K 900.0K 2.13M 16.5K 3.85M 23.39%
18 2023 John Burkhart President, U.S. Property and Casualty, Skyward Specialty 418.8K 21.0K 609.4K 310.4K 450.0K 16.5K 1.83M 50.37%
19 2023 John Burkhart President, Specialty Lines & Industry Solutions 418.8K 21.0K 609.4K 310.4K 450.0K 16.5K 1.83M 50.37%
20 2023 Mark Haushill Executive Vice President & CFO 450.0K 619.2K 310.4K 360.0K 16.5K 1.76M 52.93%
21 2023 Mark Haushill CFO, Skyward Group 450.0K 619.2K 310.4K 360.0K 16.5K 1.76M 52.93%
22 2023 Kirby Hill President, Programs, Captives & Alternate Risk 425.0K 23.0K 609.4K 310.4K 272.0K 16.5K 1.66M 55.53%
23 2023 Mark Haushill Chief Financial Officer and Executive Vice President 450.0K 225.0K 444.0K 16.5K 1.14M 19.82%
24 2023 John Burkhart Executive Vice President and President of Specialty Lines 425.0K 215.0K 450.0K 37.5K 1.13M 19.07%
25 2023 Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs 425.0K 215.0K 272.0K 39.5K 951.5K 22.60%
26 2022 Andrew Robinson Chief Executive Officer 800.0K 600.0K 1.34M 15.3K 2.76M 21.78%
27 2022 Andrew Robinson Chief Executive Officer Mark Haushill Chief Financial Officer and Executive Vice President 750.0K 950.0K 810.0K 172.2K 2.68M 35.42%
28 2022 Andrew Robinson Chairman and CEO 787.5K 600.0K 1.04M 15.3K 2.44M 24.56%
29 2022 John Burkhart Executive Vice President and President of Specialty Lines 400.0K 133.3K 356.7K 15.3K 905.3K 14.73%
30 2022 Mark Haushill Chief Financial Officer and Executive Vice President 450.0K 150.0K 275.0K 15.3K 890.3K 16.85%
31 2022 John Burkhart President, Specialty Lines & Industry Solutions 400.0K 133.3K 290.0K 15.3K 838.6K 15.90%
32 2022 Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs 425.0K 143.3K 231.7K 15.3K 815.3K 17.58%
33 2022 Mark Haushill Executive Vice President & CFO 450.0K 150.0K 200.0K 15.3K 815.3K 18.40%
34 2022 Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs John Burkhart Executive Vice President and President of Specialty Lines 425.0K 143.3K 225.0K 14.5K 807.8K 17.74%
35 2022 Mark Haushill Chief Financial Officer and Executive Vice President Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs 450.0K 150.0K 175.0K 14.5K 789.5K 19.00%
36 2022 Kirby Hill President, Programs, Captives & Alternate Risk 425.0K 143.3K 160.0K 15.3K 743.6K 19.28%
37 2021 Andrew Robinson Chief Executive Officer 800.0K 600.0K 1.04M 15.3K 2.46M 24.44%
38 2021 Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs John Burkhart Executive Vice President and President of Specialty Lines 400.0K 133.3K 290.0K 15.3K 838.6K 15.90%
39 2021 Andrew Robinson Chief Executive Officer Mark Haushill Chief Financial Officer and Executive Vice President 450.0K 150.0K 200.0K 15.3K 815.3K 18.40%
40 2021 Mark Haushill Chief Financial Officer and Executive Vice President Kirby Hill Executive Vice President and President of Industry Solutions, Captives and Programs 425.0K 143.3K 160.0K 15.3K 743.6K 19.28%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-25 DEFA14A
2026-03-25 DEF 14A
2025-03-26 DEFA14A
2025-03-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-03-27 SC 13G/A
2026-03-26 DEFR14A
2026-03-26 DEFR14A
2026-03-25 DEFA14A
2026-03-25 DEF 14A
2026-03-25 ARS
2026-03-17 8-K/A
2026-03-04 S-8
2026-03-04 4

Executive team

NameTitleCompensationGender
Andrew Scott Robinson Chairman of the Board & CEO 4M male
John Ambrose Burkhart Executive VP & President of U.S. Property & Casualty 1M male
Mark William Haushill Chief Financial Officer 1M male
Patricia A. Ryan Chief Legal Officer and Corporate Secretary 968.8K female
Sandip A. Kapadia FCAS MAAA President of Reinsurance & Head of Actuarial 896.3K male
Kirby Allen Hill Executive Vice President and Chairman of Captives & Specialty Programs 628.5K male
Kevin Reed Vice President of Investor Relations
Haley Doughty Vice President of Communications & Chief Marketing Officer female
Matthew J. Semeraro President of Surety male
Dareen Amireh CFO & Head of ERM - Skyward Specialty U.S. Operations female
S. Shakoor Khan Chief Strategy & Corporate Development Officer male
Daniel Paul K. Bodnar Chief Information & Technology Officer male
ESG Rating
B-
INSURANCE - PROPERTY & CASUALTY
Rank: 17 out of 37
2026
E (Environmental)
83.7 / 49.4
Company / Sector avg.
S (Social)
42.6 / 57.3
Company / Sector avg.
G (Governance)
63.7 / 59.8
Company / Sector avg.
ESG Total
63.3 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-05 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-10-03 2025-11-18 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits