Reinhart Partners Doubles Down on Skyward Stock With $38.6 Million Buy, According to Recent SEC Filing

Core Insights - Reinhart Partners, LLC. purchased 803,217 shares of Skyward Specialty Insurance Group for an estimated $38.60 million, reflecting a significant investment in the company [1][2][9] Group 1: Company Overview - Skyward Specialty Insurance Group is a Houston-based insurance holding company focused on underwriting commercial property and casualty insurance across diverse specialty lines [6] - The company reported a total revenue of $1.34 billion and a net income of $141.20 million for the trailing twelve months (TTM) [4] - As of February 10, 2026, the market capitalization of Skyward Specialty Insurance Group was $2.06 billion, with shares priced at $45.49 [4] Group 2: Investment Activity - The acquisition by Reinhart Partners increased its holding in Skyward Specialty Insurance Group to 3.7% of its 13F assets under management (AUM) as of December 31, 2025 [2][3] - The value of the position increased by $46.78 million at quarter-end, influenced by both trading and price appreciation [2] Group 3: Market Performance - As of February 10, 2026, shares of Skyward Specialty Insurance Group had decreased by 6.8% over the past year, with a one-year alpha of (21.25) percentage points compared to the S&P 500 [3]