Superior Planning, LLC’s Skyward Specialty Insurance SKWD Stock Holding History

Superior Planning, LLC’s Portfolio SKWD Stock Details SKWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.02K	Buy	+95	New	+$5.56K	﹤0.01%	1202

Other funds holding SKWD

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's SKWD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Skyward Specialty Insurance (SKWD) in Q3 2026: 95 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings.

143 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

Superior Planning, LLC held 95 shares of Skyward Specialty Insurance worth $5.02K as of Q3 2026.
Skyward Specialty Insurance was a new Superior Planning, LLC position in Q3 2026.
Skyward Specialty Insurance made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1202 holding.
143 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.