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Adalta Capital Management’s Skyward Specialty Insurance SKWD Stock Holding History

Adalta Capital Management’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
2024
Q3 		– Sell
-4,000
Closed -$145K – 99
2024
Q2 		$145K Buy
4,000
+2,000
+100% +$72.5K 0.08% 83
2024
Q1 		$74.8K Sell
2,000
-1,000
-33% -$33.8K 0.04% 95
2023
Q4 		$102K Sell
3,000
-2,000
-40% -$61.5K 0.06% 88
2023
Q3 		$137K Buy
+5,000
New +$125K 0.09% 74

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adalta Capital Management's SKWD Position: Q3 2024 in Review

Adalta Capital Management sold out of Skyward Specialty Insurance (SKWD) in Q3 2024, closing a stake of 4,000 shares — an estimated $145K sold.

Adalta Capital Management first reported a position in SKWD in Q3 2023 and held it in 4 quarters. The position peaked at $145K in Q2 2024. 195 funds tracked by Wall St. Rank hold SKWD as of Q3 2024.

  • Adalta Capital Management reported no remaining Skyward Specialty Insurance position as of Q3 2024 after selling out during the quarter.
  • Adalta Capital Management sold 4,000 Skyward Specialty Insurance shares in Q3 2024, an estimated $145K.
  • Adalta Capital Management first reported a position in Skyward Specialty Insurance in Q3 2023 and held it in 4 quarters.
  • Adalta Capital Management's Skyward Specialty Insurance position peaked at $145K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2024.

Based on Adalta Capital Management's 13F filing for Q3 2024, filed 15 Nov 2024.