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.

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM 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	——	——	——	——	——
Derivative assets	——	——	——	——	——
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	——	——	——	——	——
Deferred tax assets	$128.75M+27.4%	$111.6M+14.2%	$114.22M+28.0%	$104.7M-1.0%	$101.08M-10.2%
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	——	——	——	——	——
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	——	——	——	——	——
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	——	——	——	——	——
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	——	——	$41.04M-97.0%	$40.34M-96.7%	$1.41B+28.0%
Available-for-Sale Debt Securities - Amortized Cost (Due Within One Year)	——	——	——	——	——
Available-for-Sale Debt Securities - Unrealized Loss Position (>=12 Months)	——	$185.66M-21.6%	$203.53M—	$210.9M—	$631—
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	——	——	——	——	——
Debt Securities Amortized Cost	$2.21B—	——	——	——	——
Derivative Assets - Fair Value	——	——	——	——	——
Net Derivative Assets/(Liabilities) After Master Netting	——	——	——	——	——
Accumulated Goodwill Impairment Losses	——	——	——	——	——
Available-for-Sale Debt Securities - Fair Value (Maturing 1 to 5 Years)	——	——	——	——	——
Finite-Lived Intangible Assets - Expected Amortization Expense (Year One)	——	——	——	——	——
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)	——	——	——	——	——
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	——	——	——	——	——
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	——	——	——	——	——
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	——	——	——	——	——
Debt Maturity - Over 10 Years	——	——	——	——	——
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	——	——	——	——	——
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	——	——	——	——	——
Fair Value Measurement Disclosure	——	——	——	——	——
Gross Assets/Liabilities	——	——	——	——	——
Hedged Asset (Statement of Financial Position)	——	——	——	——	——
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	——	——	——	——	——
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 5 Through 10	——	——	——	——	——
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year One Through Five	——	——	——	——	——
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year One Through Five	——	——	——	——	——
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, after Year 10	——	——	——	——	——
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, after Year 10	——	——	——	——	——
Debt Securities, Available-for-Sale, Amortized Cost, Maturity, Allocated and Single Maturity Date, Year One	——	——	——	——	——
Debt Securities, Available-for-Sale, Fair Value, Maturity, Allocated and Single Maturity Date, Year One	——	——	——	——	——
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—	$40.13M—
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	——	——	——	——	——
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	——	——	——	$210.9M-56.1%	$232.92M-48.9%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position	——	——	——	$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	——	——	——	$3.26M-15.6%	$3.37M+7.5%
Less than 12 Months	——	——	——	$326.61M-1.6%	$338.11M+33.3%
Debt Securities, Available-for-Sale And Held-to-Maturity, Unrealized Loss Position, Accumulated Loss	——	——	——	$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	——	——	——	$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	——	——	——	——	——
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	——	——	——	——	——
Derivative Asset Notional Amount	——	——	——	——	——
Derivative, gross, assets	——	——	——	——	——
Net fair value	——	——	——	——	——
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	——	——	——	——	——
2028	——	——	——	——	——
2030	——	——	——	——	——
Remainder of 2026	——	——	——	——	——
2027	——	——	——	——	——
2029	——	——	——	——	——
Assets held in trust accounts, reinsurance agreements	——	——	——	——	——
Goodwill, Gross	——	——	——	——	——
Goodwill accumulated impairment losses	——	——	——	——	——
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	——	——	——	$11K-99.2%	$6K-99.5%
HTM unrealized loss position 12 months or more - fair value	——	——	——	$0-100%	$0-100%
Indefinite- lived intangible impairment	——	——	——	——	——
Reserves for losses and LAE, beginning of period	——	——	——	——	——
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	——	——	——	——	——
Reinsurance Recoverable for Unpaid Claims and Claims Adjustments, After Acquisition	——	——	——	——	——
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)	——	——	——	——	——
Remainder of Fiscal Year 2024	——	——	——	——	——
Remainder of Fiscal Year 2025	——	——	——	——	——

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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.