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+106%	$199.11M+26.4%	$198.27M+31.0%	$173.16M+59.9%	$153.51M+33.2%
Short-term investments	$386.51M+25.5%	$264.3M-3.9%	$247.38M+19.9%	$214.34M-0.3%	$308.04M+3.4%
Restricted cash	$60.52M+49.1%	$30.57M-14.9%	$38.2M-16.6%	$36.55M+3.6%	$40.59M+34.4%
Accounts receivable, net	$700K-63.2%	$1M-28.6%	$2.6M+8.3%	$2.7M+58.8%	$1.9M+26.7%
Trading assets	$54.61M+107%	——	$40.6M+13.6%	$38.99M-1.1%	$26.36M-17.1%
Derivative assets	$188.19M—	——	$130.6M—	——	——
Prepaid reinsurance premiums	$314.85M+35.6%	$238.95M+17.2%	$276.35M+16.6%	$294.12M+15.3%	$232.15M+13.4%
Premiums receivable	$830.51M+98.9%	$544.22M+69.2%	$583.15M+78.2%	$518.44M+37.4%	$417.54M+52.7%
Goodwill	$191.14M+191%	$88.04M+0.8%	$88.42M+0.9%	$88.8M+1.1%	$65.73M-25.4%
Intangible assets, net	$282.17M+1,221%	——	——	——	$21.36M—
Deferred tax assets	$44.14M+63.6%	$27.87M-8.6%	$28.02M+51.5%	$28.73M+14.4%	$26.98M+14.3%
Other non-current assets	$160.01M+76.7%	$99.81M+15.1%	$117.71M+46.1%	$86.44M+6.6%	$90.57M-1.6%
Equity method investments	$72.1M-18.6%	$77.37M-21.5%	$85.37M-16.4%	$88.8M-12.9%	$88.59M-14.8%
Long-term investments	$2.74B+37.7%	$2.3B+23.0%	$2.23B+18.2%	$2.08B+21.2%	$1.99B+19.1%
Available-for-sale securities	$630.56M+102%	$1.86B+43.7%	$444.54M+29.2%	$354.86M+17.7%	$312.53M+9.1%
Held-to-maturity securities	$30.09M-19.8%	$32.82M-16.2%	$34.57M-12.1%	$35.25M-11.8%	$37.52M-12.1%
Gross loans	$9.09M-43.2%	$9.9M-62.6%	$10M-72.4%	$10.17M-76.7%	$16.01M-63.9%
Equity securities	$1.14M-98.9%	$1.17M-98.9%	$1.18M-99.1%	$58M-48.6%	$108.08M-7.7%
Mortgage loans	$9.09M-43.2%	$9.9M-62.6%	$10M-72.4%	$10.17M-76.7%	$16.01M-63.9%
Deferred policy acquisition costs	$193.7M+53.2%	$136.1M+20.2%	$144.93M+20.9%	$140.9M+20.9%	$126.44M+20.8%
Reinsurance recoverables	$1.34B+48.1%	$1.12B+30.5%	$923.41M+34.5%	$925.29M+38.6%	$902.97M+47.5%
Accumulated depreciation	——	$20.32M+6.9%	——	——	——
Total assets	$6.55B+62.4%	$4.79B+28.5%	$4.59B+27.7%	$4.34B+26.2%	$4.03B+26.5%
Unearned premiums	$1.01B+43.2%	$774.04M+21.5%	$885.67M+27.9%	$814.06M+14.4%	$708.35M+13.9%
Reinsurance balances payable	$479.41M+97.2%	$279.89M+58.1%	$276.75M+37.7%	$299.48M+44.2%	$243.08M+25.5%
Deferred tax liabilities	$68.47M—	$0—	——	——	——
Reserve for insurance claims	$2.92B+56.0%	$2.32B+30.1%	$2.06B+31.4%	$1.92B+30.5%	$1.87B+35.9%
Senior unsecured notes, net	$466.42M+366%	$100.41M+0.4%	$100M0.0%	$100M0.0%	$100M0.0%
Total liabilities	$5.32B+67.4%	$3.78B+28.8%	$3.63B+29.7%	$3.44B+26.7%	$3.18B+27.5%
Common stock	500M0.0%	500M+124,588%	500M0.0%	500M0.0%	500M0.0%
Additional paid-in capital	$922.31M+27.9%	$730.56M+1.7%	$727.56M+1.6%	$724.16M+1.5%	$721.19M+1.4%
Retained earnings	$316.88M+128%	$267.15M+175%	$223.92M+171%	$178.02M+287%	$139.18M+823%
Accumulated other comprehensive income (loss)	-$6.13M+39.0%	$11.46M+152%	$9.54M+660%	-$2.67M+91.4%	-$10.05M+65.7%
Treasury stock	$8.67M—	$0—	——	——	——
Total stockholders' equity	$1.22B+44.0%	$1.01B+27.1%	$961.42M+20.6%	$899.92M+24.4%	$850.72M+22.9%
Total liabilities and stockholders' equity	$6.55B+62.4%	$4.79B+28.5%	$4.59B+27.7%	$4.34B+26.2%	$4.03B+26.5%
Available-for-Sale Debt Securities - Amortized Cost	$56.52M-96.0%	——	$41.04M-97.0%	$40.34M-96.7%	$1.41B+28.0%
Available-for-Sale Debt Securities - Amortized Cost (Due Within One Year)	$56.52M+114%	——	$41.04M+14.2%	$40.34M+1.3%	$26.39M-18.2%
Available-for-Sale Debt Securities - Unrealized Loss Position (>=12 Months)	——	$185.66M-21.6%	$203.53M+40,303,068%	$210.9M+26,494,498%	$631-8.8%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months)	——	$185.66M-21.6%	$203.53M-45.6%	$210.9M-52.4%	$232.92M-44.1%
AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value	——	$233.04M-51.5%	$182.81M+151%	$289.51M-12.8%	$300.5M+18.4%
Available-for-Sale Debt Securities - Unrealized Loss Position (<12 Months)	——	$233.04M-51.5%	$182.81M+151%	$289.51M-12.8%	$300.5M+18.4%
Available-for-Sale Debt Securities - Unrealized Loss Position	——	$16.83M-56.5%	$18.51M-38.8%	$24.73M-47.1%	$30.08M-34.6%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months) Fair Value	——	$185.66M-21.6%	$203.53M-45.6%	$210.9M-52.4%	$232.92M-44.1%
AFS and Trading Securities - Unrealized Loss Position Fair Value	——	$418.7M-41.6%	$386.34M-13.6%	$500.41M-35.5%	$533.42M-20.4%
AFS and Trading Securities - Unrealized Loss Position (<12 Months) Fair Value	——	$233.04M-51.5%	$182.81M+151%	$289.51M-12.8%	$300.5M+18.4%
Cash, Cash Equivalents, and Marketable Securities	——	$418.7M-41.6%	$386.34M-13.6%	$500.41M-35.5%	$533.42M-20.4%
Fair Value of Resellable Collateral	$77.5M+137%	——	$55.3M+99.6%	$51.5M—	$32.7M—
Debt Securities Amortized Cost	$2.21B—	$1.85B+40.0%	$1.8B—	$1.64B—	——
Derivative Assets - Fair Value	$24.4M—	——	$16.84M—	——	——
Net Derivative Assets/(Liabilities) After Master Netting	$24.4M—	$34.86M—	$16.84M—	——	——
Accumulated Goodwill Impairment Losses	——	$46.71M0.0%	——	——	——
Available-for-Sale Debt Securities - Fair Value (Maturing 1 to 5 Years)	$636.68M+101%	——	$445.41M+28.5%	$358.4M+15.0%	$316.12M+6.2%
Finite-Lived Intangible Assets - Expected Amortization Expense (Year One)	$8.03M—	——	——	——	——
Goodwill and Intangible Assets, Net	$473.32M+443%	$88.04M+0.8%	$88.42M+0.9%	$88.8M+1.1%	$87.09M-1.2%
Held-to-Maturity Debt Securities - Fair Value	$34.29M-8.8%	$33.6M-13.2%	$37.27M-1.6%	$37.1M-4.0%	$37.61M-9.2%
Intangible Assets Gross (Excluding Goodwill)	——	$42.63M+4.9%	——	——	——
Deferred tax assets	$44.14M+63.6%	$27.87M-8.6%	$28.02M+51.5%	$28.73M+14.4%	$26.98M+14.3%
Deposit accounting assets, net of allowance for credit losses of $49 in 2026 and $49 in 2025	$18.2M-26.3%	$22.7M-12.4%	$22M-18.8%	$10.7M-56.5%	$24.7M-10.2%
Other intangible assets—net	$282.17M+1,221%	——	——	——	$21.36M—
Goodwill and intangible assets, net	$473.32M+443%	$88.04M+0.8%	$88.42M+0.9%	$88.8M+1.1%	$87.09M-1.2%
Investments	$2.74B+37.7%	$2.3B+23.0%	$2.23B+18.2%	$2.08B+21.2%	$1.99B+19.1%
Other Assets	$160.01M+76.7%	$99.81M+15.1%	$117.71M+46.1%	$86.44M+6.6%	$90.57M-1.6%
Strategic investments	$50.3M+33.6%	$58.65M+76.8%	$50.08M+110%	$44.48M+1,569%	$37.65M+1,741%
Funds at Lloyd's	$108.85M—	$2.51M—	——	——	——
Other Investments	$50.3M+33.6%	$58.65M+76.8%	$50.08M+110%	$44.48M+1,569%	$37.65M+1,741%
Liability for Claims and Claims Adjustment Expense	$2.92B+56.0%	$2.32B+30.1%	$2.06B+31.4%	$1.92B+30.5%	$1.87B+35.9%
Borrowings at Fair Value	$19.58M+0.2%	$19.57M+0.2%	$19.56M+3.2%	$19.55M+3.3%	$19.55M+3.3%
Debt Maturity - 5 to 10 Years	$305.67M+37.8%	——	$235.75M+14.8%	$252.56M+36.3%	$221.81M+21.0%
Debt Maturity - Over 10 Years	$69.67M+55.6%	——	$53.71M+21.2%	$50.82M+14.5%	$44.78M-8.7%
Accounts payable, accrued expenses, and other liabilities (includes VIE balances of $159 and $183)	$148.74M+90.3%	$115.03M+51.0%	$114.57M+56.9%	$102.3M+71.1%	$78.15M+46.2%
Deferred ceding commission	$49.04M+7.7%	$46.45M+14.9%	$51M+13.4%	$54.95M+14.6%	$45.54M+10.9%
Fortitude Re funds withheld payable (portion measured at fair value: 2026 - $(85); 2025 - $(92))	$157.38M+38.4%	$128M+24.7%	$123.3M+20.6%	$127.38M+33.2%	$113.75M+28.0%
AFS and Trading Securities - Unrealized Loss Position (>=12 Months) Accumulated Loss	——	$15.39M-50.9%	$17.4M-41.6%	$21.49M-49.9%	$26.72M-37.7%
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+10.7%	40.5M+1.0%	40.5M+1.0%	40.5M+1.0%	40.4M+1.0%
Cumulative Gross Losses and Impairments	——	$46.71M0.0%	$0-100%	$11K-99.2%	$6K-99.5%
Cumulative Gross Unrealized Gains	$4.2M+4,226%	$829K—	$2.7M+67,375%	$1.86M+9,180%	$97K+288%
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+19.8%	$405K+1.0%	$405K+1.0%	$405K+1.0%	$404K+1.0%
Treasury Stock, Value	$8.67M—	$0—	——	——	——
Investments - Gross Unrealized Losses	——	$418.7M-41.6%	$386.34M-13.6%	$500.41M-35.5%	$533.42M-20.4%
Unrealized Gains on Investments	$19.5M+12.6%	$31.38M+195%	$30.66M+9.3%	$21.37M+192%	$17.32M+92.5%
Unrealized Losses on Investments (Before Tax)	$26.11M-13.2%	$16.83M-56.5%	$18.51M-38.8%	$24.73M-47.1%	$30.08M-34.6%
Components	1.1K—	——	515—	613—	——
Fair Value Measurement Disclosure	$24.4M—	——	$16.84M—	——	——
Gross Assets/Liabilities	$24.4M—	——	$16.84M—	——	——
Hedged Asset (Statement of Financial Position)	$24.4M—	$34.86M—	——	——	——
Debt Securities, Available-for-Sale, Accumulated Gross Unrealized Loss, before Tax	$26.11M-13.2%	$16.83M-56.5%	$18.51M-38.8%	$24.73M-47.1%	$30.08M-34.6%
Gross Unrealized Gains	$19.5M+12.6%	$31.38M+195%	$30.66M+9.3%	$21.37M+192%	$17.32M+92.5%
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year 5 Through 10	$304.48M+36.6%	——	$231.15M+14.0%	$250.98M+31.4%	$222.98M+18.7%
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 5 Through 10	$305.67M+37.8%	——	$235.75M+14.8%	$252.56M+36.3%	$221.81M+21.0%
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year One Through Five	$636.68M+101%	——	$445.41M+28.5%	$358.4M+15.0%	$316.12M+6.2%
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year One Through Five	$630.56M+102%	——	$444.54M+29.2%	$354.86M+17.7%	$312.53M+9.1%
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year 10	$69.67M+55.6%	——	$53.71M+21.2%	$50.82M+14.5%	$44.78M-8.7%
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 10	$67.49M+58.2%	——	$53.11M+26.2%	$49.51M+23.3%	$42.66M-6.4%
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, Year One	$56.52M+114%	——	$41.04M+14.2%	$40.34M+1.3%	$26.39M-18.2%
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, Year One	$54.61M+107%	——	$40.6M+13.6%	$38.99M-1.1%	$26.36M-17.1%
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+10.7%	$40.51M+1.0%	$40.49M+1.0%	$40.49M+1.0%	$40.4M+1.0%
Common Stock, Shares, Outstanding	$44.54M+11.0%	$40.51M+1.0%	$40.49M+1.6%	$40.49M+1.6%	$40.13M+0.7%
Contract with Customer, Asset, after Allowance for Credit Loss	$700K-63.2%	$1M-28.6%	$2.6M+8.3%	$2.7M+58.8%	$1.9M+26.7%
Number of securities, allowance for credit loss	2—	——	2—	2—	——
Cost or Amortized Cost	$2.21B+56.6%	$1.85B+40.0%	$1.8B+32.4%	$1.64B+32.2%	$1.41B+28.0%
Available-for-sale securities, allowance for credit loss	$6.5M—	$7M—	$7M—	$6.15M—	$0—
12 Months or More	$163.37M-29.9%	$185.66M-32.1%	——	$210.9M-56.1%	$232.92M-48.9%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position	$1.09B+91.4%	$420.62M-44.4%	——	$537.51M-33.8%	$571.03M-19.5%
Debt Securities, Available-for-Sale And Held-to-Maturity, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss	$9.6M+185%	$1.48M-79.8%	——	$3.26M-15.6%	$3.37M+7.5%
Less than 12 Months	$929.7M+175%	$234.95M-51.3%	——	$326.61M-1.6%	$338.11M+33.3%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position, Accumulated Loss	$26.11M-13.2%	$16.88M-56.9%	——	$24.74M-48.6%	$30.08M-36.4%
Debt Securities, Available-for-Sale And Held-to-Maturity, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss	$16.51M-38.2%	$15.39M-51.5%	——	$21.49M-51.5%	$26.72M-39.6%
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, 12 Months or Longer, Accumulated Loss	——	$15.39M-50.9%	$17.4M-41.6%	$21.49M-49.9%	$26.72M-37.7%
Less than 12 months	——	$233.04M-51.5%	$182.81M+151%	$289.51M-12.8%	$300.5M+18.4%
12 months or more	——	$185.66M-21.6%	$203.53M-45.6%	$210.9M-52.4%	$232.92M-44.1%
Debt Securities, Available-for-Sale, Continuous Unrealized Loss Position, Less than 12 Months, Accumulated Loss	——	$1.44M-80.5%	$1.1M+151%	$3.24M-15.8%	$3.36M+7.3%
Estimated Fair Value	$2.2B+57.1%	$1.86B+43.7%	$1.81B+33.0%	$1.63B+35.8%	$1.4B+31.2%
Debt Securities, Available-for-Sale, Unrealized Loss Position, Accumulated Loss	——	$16.83M-56.5%	$18.51M-38.8%	$24.73M-47.1%	$30.08M-34.6%
Debt Securities, Available-for-Sale, Unrealized Loss Position, Number of Positions	$1.06K—	——	$515—	$613—	——
Debt Securities, Available-for-Sale, Unrealized Loss Position	——	$418.7M-41.6%	$386.34M-13.6%	$500.41M-35.5%	$533.42M-20.4%
Debt securities, held-to-maturity, allowance for credit loss (less than)	$301K+20.4%	$468K+92.6%	$236K-1.3%	$268K+19.1%	$250K-24.0%
Held-to-maturity securities, fair value	$30.4M-19.5%	$33.29M-15.5%	$34.8M-12.0%	$35.52M-11.6%	$37.77M-12.2%
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—	$34.86M—	$16.84M—	——	——
Equity method investments (Note 11)	$72.1M-18.6%	$77.37M-21.5%	$85.37M-16.4%	$88.8M-12.9%	$88.59M-14.8%
Equity method investments, unfunded commitment	$3.2M-27.6%	$3.79M-87.1%	$25.46M+403%	$25.73M+357%	$4.42M-17.1%
Finite-Lived Intangible Assets, Accumulated Amortization	——	$20.32M+6.9%	——	——	——
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+17.8%	——	$220.4M+12.2%	$225.7M+14.6%	$212.8M+24.3%
Goodwill, Gross	——	$112.44M0.0%	——	——	——
Goodwill accumulated impairment losses	——	$46.71M0.0%	——	——	——
Debt Securities, Held-to-Maturity, Accumulated Unrecognized Loss	$0-100%	$48K-89.0%	$0-100%	$11K-99.2%	$6K-99.5%
Debt Securities, Held-to-maturity, Accumulated Unrecognized Gain	$4.2M+4,226%	$829K—	$2.7M+67,375%	$1.86M+9,180%	$97K+288%
Debt Securities, Held-to-maturity, Unrealized Loss Position, Accumulated Loss	——	$48K-89.0%	——	$11K-99.2%	$6K-99.5%
HTM unrealized loss position 12 months or more - fair value	——	$0-100%	——	$0-100%	$0-100%
Indefinite- lived intangible impairment	——	$42.63M+4.9%	——	——	——
Reserves for losses and LAE, beginning of period	——	$2.8B—	——	——	——
Liability for Unpaid Claims and Claims Adjustment Expense, Net	$1.81B+55.3%	$1.73B+55.5%	$1.32B+28.9%	$1.21B+25.2%	$1.16B+27.9%
Loans Receivable Fair Value Disclosure	$9.09M-43.2%	$9.9M-62.6%	$10M-72.4%	$10.17M-76.7%	$16.01M-63.9%
Mortgage Loans In Process Of Foreclosure Amount	$2.5M-44.4%	$2.5M—	$0—	$0-100%	$4.5M-34.8%
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+57.0%	$921.17M+37.3%	$739.84M+36.3%	$711.03M+40.6%	$706.8M+51.6%
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+15.5%	$201.01M+20.6%	$185.86M+41.0%	$216.56M+50.8%	$198.46M+55.8%
Short-term investments	$386.51M+25.5%	$264.3M-3.9%	$247.38M+19.9%	$214.34M-0.3%	$308.04M+3.4%
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.