Where does Skyward Specialty Insurance Group, Inc.'s balance sheet data come from?

Every line is extracted from Skyward Specialty Insurance Group, Inc.'s SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Cash and cash equivalents	$316.43M+58.9%	$199.11M+0.4%	$198.27M+14.5%	$173.16M+12.8%	$153.51M-2.6%
Short-term investments	$386.51M+46.2%	$264.3M+6.8%	$247.38M+15.4%	$214.34M-30.4%	$308.04M+12.0%
Restricted cash	$60.52M+98.0%	$30.57M-20.0%	$38.2M+4.5%	$36.55M-10.0%	$40.59M+13.0%
Accounts receivable, net	$700K-30.0%	$1M-61.5%	$2.6M-3.7%	$2.7M+42.1%	$1.9M+35.7%
Trading assets	$54.61M—	——	$40.6M+4.1%	$38.99M+47.9%	$26.36M—
Derivative assets	$188.19M—	——	$130.6M—	——	——
Prepaid reinsurance premiums	$314.85M+31.8%	$238.95M-13.5%	$276.35M-6.0%	$294.12M+26.7%	$232.15M+13.9%
Premiums receivable	$830.51M+52.6%	$544.22M-6.7%	$583.15M+12.5%	$518.44M+24.2%	$417.54M+29.8%
Goodwill	$191.14M+117%	$88.04M-0.4%	$88.42M-0.4%	$88.8M+35.1%	$65.73M-24.7%
Intangible assets, net	$282.17M—	——	——	——	$21.36M—
Deferred tax assets	$44.14M+58.4%	$27.87M-0.6%	$28.02M-2.5%	$28.73M+6.5%	$26.98M-11.5%
Other non-current assets	$160.01M+60.3%	$99.81M-15.2%	$117.71M+36.2%	$86.44M-4.6%	$90.57M+4.5%
Equity method investments	$72.1M-6.8%	$77.37M-9.4%	$85.37M-3.9%	$88.8M+0.2%	$88.59M-10.1%
Long-term investments	$2.74B+19.3%	$2.3B+3.0%	$2.23B+7.4%	$2.08B+4.4%	$1.99B+6.6%
Available-for-sale securities	$630.56M-66.0%	$1.86B+318%	$444.54M+25.3%	$354.86M+13.5%	$312.53M-75.8%
Held-to-maturity securities	$30.09M-8.3%	$32.82M-5.1%	$34.57M-1.9%	$35.25M-6.0%	$37.52M-4.2%
Gross loans	$9.09M-8.2%	$9.9M-1.0%	$10M-1.7%	$10.17M-36.5%	$16.01M-39.6%
Equity securities	$1.14M-2.9%	$1.17M-0.7%	$1.18M-98.0%	$58M-46.3%	$108.08M+1.7%
Mortgage loans	$9.09M-8.2%	$9.9M-1.0%	$10M-1.7%	$10.17M-36.5%	$16.01M-39.6%
Deferred policy acquisition costs	$193.7M+42.3%	$136.1M-6.1%	$144.93M+2.9%	$140.9M+11.4%	$126.44M+11.7%
Reinsurance recoverables	$1.34B+19.4%	$1.12B+21.3%	$923.41M-0.2%	$925.29M+2.5%	$902.97M+5.3%
Accumulated depreciation	——	$20.32M—	——	——	——
Total assets	$6.55B+36.6%	$4.79B+4.3%	$4.59B+5.9%	$4.34B+7.6%	$4.03B+8.1%
Unearned premiums	$1.01B+31.1%	$774.04M-12.6%	$885.67M+8.8%	$814.06M+14.9%	$708.35M+11.2%
Reinsurance balances payable	$479.41M+71.3%	$279.89M+1.1%	$276.75M-7.6%	$299.48M+23.2%	$243.08M+37.3%
Deferred tax liabilities	$68.47M—	$0—	——	——	——
Reserve for insurance claims	$2.92B+25.9%	$2.32B+12.5%	$2.06B+7.5%	$1.92B+2.5%	$1.87B+5.0%
Senior unsecured notes, net	$466.42M+365%	$100.41M+0.4%	$100M0.0%	$100M0.0%	$100M0.0%
Total liabilities	$5.32B+40.7%	$3.78B+4.1%	$3.63B+5.7%	$3.44B+8.1%	$3.18B+8.3%
Common stock	500M0.0%	500M0.0%	500M0.0%	500M0.0%	500M+124,588%
Additional paid-in capital	$922.31M+26.2%	$730.56M+0.4%	$727.56M+0.5%	$724.16M+0.4%	$721.19M+0.4%
Retained earnings	$316.88M+18.6%	$267.15M+19.3%	$223.92M+25.8%	$178.02M+27.9%	$139.18M+43.3%
Accumulated other comprehensive income (loss)	-$6.13M-153%	$11.46M+20.1%	$9.54M+458%	-$2.67M+73.5%	-$10.05M+54.6%
Treasury stock	$8.67M—	$0—	——	——	——
Total stockholders' equity	$1.22B+21.3%	$1.01B+5.0%	$961.42M+6.8%	$899.92M+5.8%	$850.72M+7.1%
Total liabilities and stockholders' equity	$6.55B+36.6%	$4.79B+4.3%	$4.59B+5.9%	$4.34B+7.6%	$4.03B+8.1%
Available-for-Sale Debt Securities - Amortized Cost	$56.52M—	——	$41.04M+1.7%	$40.34M-97.1%	$1.41B+6.8%
Available-for-Sale Debt Securities - Amortized Cost (Due Within One Year)	$56.52M—	——	$41.04M+1.7%	$40.34M+52.8%	$26.39M—
Available-for-Sale Debt Securities - Unrealized Loss Position (>=12 Months)	——	$185.66M-8.8%	$203.53M-3.5%	$210.9M+33,422,562%	$631-100.0%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months)	——	$185.66M-8.8%	$203.53M-3.5%	$210.9M-9.5%	$232.92M-1.6%
AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value	——	$233.04M+27.5%	$182.81M-36.9%	$289.51M-3.7%	$300.5M-37.5%
Available-for-Sale Debt Securities - Unrealized Loss Position (<12 Months)	——	$233.04M+27.5%	$182.81M-36.9%	$289.51M-3.7%	$300.5M-37.5%
Available-for-Sale Debt Securities - Unrealized Loss Position	——	$16.83M-9.1%	$18.51M-25.2%	$24.73M-17.8%	$30.08M-22.2%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months) Fair Value	——	$185.66M-8.8%	$203.53M-3.5%	$210.9M-9.5%	$232.92M-1.6%
AFS and Trading Securities - Unrealized Loss Position Fair Value	——	$418.7M+8.4%	$386.34M-22.8%	$500.41M-6.2%	$533.42M-25.6%
AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value	——	$233.04M+27.5%	$182.81M-36.9%	$289.51M-3.7%	$300.5M-37.5%
Cash, Cash Equivalents, and Marketable Securities	——	$418.7M+8.4%	$386.34M-22.8%	$500.41M-6.2%	$533.42M-25.6%
Fair Value of Resellable Collateral	$77.5M—	——	$55.3M+7.4%	$51.5M+57.5%	$32.7M—
Debt Securities Amortized Cost	$2.21B+19.4%	$1.85B+2.7%	$1.8B+9.8%	$1.64B—	——
Derivative Assets - Fair Value	$24.4M—	——	$16.84M—	——	——
Net Derivative Assets/(Liabilities) After Master Netting	$24.4M-30.0%	$34.86M+107%	$16.84M—	——	——
Accumulated Goodwill Impairment Losses	——	$46.71M—	——	——	——
Available-for-Sale Debt Securities - Fair Value (Maturing 1 to 5 Years)	$636.68M—	——	$445.41M+24.3%	$358.4M+13.4%	$316.12M—
Finite-Lived Intangible Assets - Expected Amortization Expense (Year One)	$8.03M—	——	——	——	——
Goodwill and Intangible Assets, Net	$473.32M+438%	$88.04M-0.4%	$88.42M-0.4%	$88.8M+2.0%	$87.09M-0.3%
Held-to-Maturity Debt Securities - Fair Value	$34.29M+2.0%	$33.6M-9.8%	$37.27M+0.5%	$37.1M-1.4%	$37.61M-2.9%
Intangible Assets Gross (Excluding Goodwill)	——	$42.63M—	——	——	——
Deferred tax assets	$44.14M+58.4%	$27.87M-0.6%	$28.02M-2.5%	$28.73M+6.5%	$26.98M-11.5%
Deposit accounting assets, net of allowance for credit losses of $49 in 2026 and $49 in 2025	$18.2M-19.8%	$22.7M+3.2%	$22M+106%	$10.7M-56.7%	$24.7M-4.6%
Other intangible assets—net	$282.17M—	——	——	——	$21.36M—
Goodwill and intangible assets, net	$473.32M+438%	$88.04M-0.4%	$88.42M-0.4%	$88.8M+2.0%	$87.09M-0.3%
Investments	$2.74B+19.3%	$2.3B+3.0%	$2.23B+7.4%	$2.08B+4.4%	$1.99B+6.6%
Other Assets	$160.01M+60.3%	$99.81M-15.2%	$117.71M+36.2%	$86.44M-4.6%	$90.57M+4.5%
Strategic investments	$50.3M-14.2%	$58.65M+17.1%	$50.08M+12.6%	$44.48M+18.2%	$37.65M+13.5%
Funds at Lloyd's	$108.85M+4,238%	$2.51M—	——	——	——
Other Investments	$50.3M-14.2%	$58.65M+17.1%	$50.08M+12.6%	$44.48M+18.2%	$37.65M+13.5%
Liability for Claims and Claims Adjustment Expense	$2.92B+25.9%	$2.32B+12.5%	$2.06B+7.5%	$1.92B+2.5%	$1.87B+5.0%
Borrowings at Fair Value	$19.58M0.0%	$19.57M0.0%	$19.56M0.0%	$19.55M0.0%	$19.55M0.0%
Debt Maturity - 5 to 10 Years	$305.67M—	——	$235.75M-6.7%	$252.56M+13.9%	$221.81M—
Debt Maturity - Over 10 Years	$69.67M—	——	$53.71M+5.7%	$50.82M+13.5%	$44.78M—
Accounts payable, accrued expenses, and other liabilities (includes VIE balances of $159 and $183)	$148.74M+29.3%	$115.03M+0.4%	$114.57M+12.0%	$102.3M+30.9%	$78.15M+2.6%
Deferred ceding commission	$49.04M+5.6%	$46.45M-8.9%	$51M-7.2%	$54.95M+20.7%	$45.54M+12.6%
Fortitude Re funds withheld payable (portion measured at fair value: 2026 - $(85); 2025 - $(92))	$157.38M+23.0%	$128M+3.8%	$123.3M-3.2%	$127.38M+12.0%	$113.75M+10.8%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months) Accumulated Loss	——	$15.39M-11.5%	$17.4M-19.0%	$21.49M-19.6%	$26.72M-14.7%
Common Stock Par Value Per Share	$0.010.0%	$0.010.0%	$0.010.0%	$0.010.0%	$0.010.0%
Common Stock Shares Issued	44.7M+10.4%	40.5M+0.1%	40.5M0.0%	40.5M+0.2%	40.4M+0.7%
Cumulative Gross Losses and Impairments	——	$46.71M—	$0-100%	$11K+83.3%	$6K-100.0%
Cumulative Gross Unrealized Gains	$4.2M+406%	$829K-69.3%	$2.7M+45.4%	$1.86M+1,813%	$97K—
Common stock; $0.001 par value; 6,000 shares authorized; 3,755 and 3,751 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively	$484K+19.5%	$405K0.0%	$405K0.0%	$405K+0.2%	$404K+0.7%
Treasury Stock, Value	$8.67M—	$0—	——	——	——
Investments - Gross Unrealized Losses	——	$418.7M+8.4%	$386.34M-22.8%	$500.41M-6.2%	$533.42M-25.6%
Unrealized Gains on Investments	$19.5M-37.8%	$31.38M+2.4%	$30.66M+43.4%	$21.37M+23.4%	$17.32M+62.8%
Unrealized Losses on Investments (Before Tax)	$26.11M+55.1%	$16.83M-9.1%	$18.51M-25.2%	$24.73M-17.8%	$30.08M-22.2%
Components	1.1K—	——	515-16.0%	613—	——
Fair Value Measurement Disclosure	$24.4M—	——	$16.84M—	——	——
Gross Assets/Liabilities	$24.4M—	——	$16.84M—	——	——
Hedged Asset (Statement of Financial Position)	$24.4M-30.0%	$34.86M—	——	——	——
Debt Securities, Available-for-Sale, Accumulated Gross Unrealized Loss, before Tax	$26.11M+55.1%	$16.83M-9.1%	$18.51M-25.2%	$24.73M-17.8%	$30.08M-22.2%
Gross Unrealized Gains	$19.5M-37.8%	$31.38M+2.4%	$30.66M+43.4%	$21.37M+23.4%	$17.32M+62.8%
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year 5 Through 10	$304.48M—	——	$231.15M-7.9%	$250.98M+12.6%	$222.98M—
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 5 Through 10	$305.67M—	——	$235.75M-6.7%	$252.56M+13.9%	$221.81M—
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year One Through Five	$636.68M—	——	$445.41M+24.3%	$358.4M+13.4%	$316.12M—
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year One Through Five	$630.56M—	——	$444.54M+25.3%	$354.86M+13.5%	$312.53M—
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year 10	$69.67M—	——	$53.71M+5.7%	$50.82M+13.5%	$44.78M—
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 10	$67.49M—	——	$53.11M+7.3%	$49.51M+16.0%	$42.66M—
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, Year One	$56.52M—	——	$41.04M+1.7%	$40.34M+52.8%	$26.39M—
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, Year One	$54.61M—	——	$40.6M+4.1%	$38.99M+47.9%	$26.36M—
Common stock, par value (in dollars per share)	$0.010.0%	$0.010.0%	$0.010.0%	$0.010.0%	$0.010.0%
Common stock, shares authorized (in shares)	$500M0.0%	$500M0.0%	$500M0.0%	$500M0.0%	$500M0.0%
Common stock, shares issued (in shares)	$44.73M+10.4%	$40.51M+0.1%	$40.49M0.0%	$40.49M+0.2%	$40.4M+0.7%
Common Stock, Shares, Outstanding	$44.54M+10.0%	$40.51M+0.1%	$40.49M0.0%	$40.49M+0.9%	$40.13M0.0%
Contract with Customer, Asset, after Allowance for Credit Loss	$700K-30.0%	$1M-61.5%	$2.6M-3.7%	$2.7M+42.1%	$1.9M+35.7%
Number of securities, allowance for credit loss	2—	——	20.0%	2—	——
Cost or Amortized Cost	$2.21B+19.4%	$1.85B+2.7%	$1.8B+9.8%	$1.64B+16.2%	$1.41B+6.8%
Available-for-sale securities, allowance for credit loss	$6.5M-7.1%	$7M0.0%	$7M+13.8%	$6.15M—	$0—
12 Months or More	$163.37M-12.0%	$185.66M—	——	$210.9M-9.5%	$232.92M-14.8%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position	$1.09B+160%	$420.62M—	——	$537.51M-5.9%	$571.03M-24.5%
Debt Securities, Available-for-Sale And Held-to-Maturity, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss	$9.6M+547%	$1.48M—	——	$3.26M-3.3%	$3.37M-54.2%
Less than 12 Months	$929.7M+296%	$234.95M—	——	$326.61M-3.4%	$338.11M-30.0%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position, Accumulated Loss	$26.11M+54.7%	$16.88M—	——	$24.74M-17.8%	$30.08M-23.1%
Debt Securities, Available-for-Sale And Held-to-Maturity, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss	$16.51M+7.3%	$15.39M—	——	$21.49M-19.6%	$26.72M-15.9%
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss	——	$15.39M-11.5%	$17.4M-19.0%	$21.49M-19.6%	$26.72M-14.7%
Less than 12 months	——	$233.04M+27.5%	$182.81M-36.9%	$289.51M-3.7%	$300.5M-37.5%
12 months or more	——	$185.66M-8.8%	$203.53M-3.5%	$210.9M-9.5%	$232.92M-1.6%
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss	——	$1.44M+30.1%	$1.1M-66.0%	$3.24M-3.5%	$3.36M-54.3%
Estimated Fair Value	$2.2B+18.3%	$1.86B+2.8%	$1.81B+10.8%	$1.63B+16.6%	$1.4B+8.1%
Debt Securities, Available-for-Sale, Unrealized Loss Position, Accumulated Loss	——	$16.83M-9.1%	$18.51M-25.2%	$24.73M-17.8%	$30.08M-22.2%
Debt Securities, Available-for-Sale, Unrealized Loss Position, Number of Positions	$1.06K—	——	$515-16.0%	$613—	——
Debt Securities, Available-for-Sale, Unrealized Loss Position	——	$418.7M+8.4%	$386.34M-22.8%	$500.41M-6.2%	$533.42M-25.6%
Debt securities, held-to-maturity, allowance for credit loss (less than)	$301K-35.7%	$468K+98.3%	$236K-11.9%	$268K+7.2%	$250K+2.9%
Held-to-maturity securities, fair value	$30.4M-8.7%	$33.29M-4.4%	$34.8M-2.0%	$35.52M-6.0%	$37.77M-4.1%
Deferred income taxes	$68.47M—	$0—	——	——	——
Derivative Asset Notional Amount	$188.19M—	——	$130.6M—	——	——
Derivative, gross, assets	$24.4M—	——	$16.84M—	——	——
Net fair value	$24.4M-30.0%	$34.86M+107%	$16.84M—	——	——
Equity method investments (Note 11)	$72.1M-6.8%	$77.37M-9.4%	$85.37M-3.9%	$88.8M+0.2%	$88.59M-10.1%
Equity method investments, unfunded commitment	$3.2M-15.5%	$3.79M-85.1%	$25.46M-1.0%	$25.73M+482%	$4.42M-84.9%
Finite-Lived Intangible Assets, Accumulated Amortization	——	$20.32M—	——	——	——
2028	$8.53M—	——	——	——	——
2030	$8.03M—	——	——	——	——
Remainder of 2026	$6.39M—	——	——	——	——
2027	$8.53M—	——	——	——	——
2029	$8.23M—	——	——	——	——
Assets held in trust accounts, reinsurance agreements	$250.7M—	——	$220.4M-2.3%	$225.7M+6.1%	$212.8M—
Goodwill, Gross	——	$112.44M—	——	——	——
Goodwill accumulated impairment losses	——	$46.71M—	——	——	——
Debt Securities, Held-to-Maturity, Accumulated Unrecognized Loss	$0-100%	$48K—	$0-100%	$11K+83.3%	$6K-98.6%
Debt Securities, Held-to-maturity, Accumulated Unrecognized Gain	$4.2M+406%	$829K-69.3%	$2.7M+45.4%	$1.86M+1,813%	$97K—
Debt Securities, Held-to-maturity, Unrealized Loss Position, Accumulated Loss	——	$48K—	——	$11K+83.3%	$6K-98.6%
HTM unrealized loss position 12 months or more - fair value	——	$0—	——	$0—	$0-100%
Indefinite- lived intangible impairment	——	$42.63M—	——	——	——
Reserves for losses and LAE, beginning of period	——	$2.8B—	——	——	——
Liability for Unpaid Claims and Claims Adjustment Expense, Net	$1.81B+4.6%	$1.73B+30.8%	$1.32B+9.5%	$1.21B+3.7%	$1.16B+4.8%
Loans Receivable Fair Value Disclosure	$9.09M-8.2%	$9.9M-1.0%	$10M-1.7%	$10.17M-36.5%	$16.01M-39.6%
Mortgage Loans In Process Of Foreclosure Amount	$2.5M0.0%	$2.5M—	$0—	$0-100%	$4.5M—
Mortgage loans not producing income	1—	——	——	——	——
Reinsurance Recoverable for Unpaid Claims and Claims Adjustments, After Acquisition	——	$1.07B—	——	——	——
Reinsurance recoverable on unpaid losses and loss expenses	$1.11B+20.5%	$921.17M+24.5%	$739.84M+4.1%	$711.03M+0.6%	$706.8M+5.4%
Valuation allowance for uncollectible reinsurance	$2.3M0.0%	$2.3M0.0%	$2.3M0.0%	$2.3M0.0%	$2.3M0.0%
Reinsurance recoverable on paid losses	$229.32M+14.1%	$201.01M+8.2%	$185.86M-14.2%	$216.56M+9.1%	$198.46M+19.1%
Short-term investments	$386.51M+46.2%	$264.3M+6.8%	$247.38M+15.4%	$214.34M-30.4%	$308.04M+12.0%
Treasury stock, shares (in shares)	$185.02K—	$0—	——	——	——
Remainder of Fiscal Year 2024	$6.39M—	——	——	——	——
Remainder of Fiscal Year 2025	$6.39M—	——	——	——	——

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Where does Skyward Specialty Insurance Group, Inc.'s balance sheet data come from?: Every line is extracted from Skyward Specialty Insurance Group, Inc.'s SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.