Skyward Specialty Insurance Group, Inc. (SKWD)
NASDAQFinancialsInsurance - Property & CasualtySnapshot 2026-11-04
$62.22+2.18%
Close 2026-11-04 · 1-day change
NASDAQFinancialsInsurance - Property & CasualtySnapshot 2026-11-04
QuarterlyIQ Insights · SKWD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -33.2% |
| Our one-year growth estimate | diamond | 59.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 93.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 26 industry peers
SKWD — CFO transition
Dated 2026-08-20
CFO — Mark Haushill: The CFO is retiring with a planned transition to a Senior Advisor role and a named internal successor (Deputy CFO) has been appointed, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Fee-generating premiums grew 28.8% in Q2. A sharp slowdown would weaken evidence of growth in Apollo's fee income.
Worry ifQ3 fee-generating gross written premiums grow less than 20% year over year.
Less concerning ifQ3 fee-generating gross written premiums grow at least 25% year over year.
Why it matters: The company named an employee to take over as CFO. A smooth change would help keep financial leadership steady.
Supportive ifMcHarg becomes CFO on March 31, 2027, and the company reports no delay or change to the plan.
Worry ifThe company delays the handoff or names a different CFO before March 31, 2027.
Why it matters: Q2 gross written premiums grew 13.3% year over year. Growth above that rate would show the recent pace continued.
Supportive ifQ3 gross written premiums rise more than 13% year over year on a comparable basis.
Worry ifQ3 gross written premiums grow less than 10% year over year on a comparable basis.
Why it matters: The ratio was 89.5% in both Q1 and Q2. A rise above 90% would break that pattern and signal weaker underwriting results.
Worry ifQ3 combined ratio is above 90%.
Less concerning ifQ3 combined ratio stays at or below 89.5%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$142 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $331 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,084 loss on $10,000 · 20.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.