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Advisors Asset Management’s Skyward Specialty Insurance SKWD Stock Holding History

Advisors Asset 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
2026
Q2 		$312K Sell
5,346
-22
-0.4% -$1.04K ﹤0.01% 1073
2026
Q1 		$234K Sell
5,368
-135
-2% -$6.13K ﹤0.01% 1122
2025
Q4 		$281K Buy
5,503
+1,385
+34% +$66.6K ﹤0.01% 1079
2025
Q3 		$196K Buy
4,118
+1,628
+65% +$81.4K ﹤0.01% 1125
2025
Q2 		$144K Buy
+2,490
New +$144K ﹤0.01% 1154

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's SKWD Position: Q2 2026 in Review

Advisors Asset Management reduced its Skyward Specialty Insurance (SKWD) stake by 0.41% in Q2 2026, selling an estimated $1.04K and leaving 5,346 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Advisors Asset Management first reported a position in SKWD in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Advisors Asset Management held 5,346 shares of Skyward Specialty Insurance worth $312K as of Q2 2026.
  • Advisors Asset Management sold 22 Skyward Specialty Insurance shares in Q2 2026, an estimated $1.04K.
  • Skyward Specialty Insurance made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1073 holding.
  • Advisors Asset Management first reported a position in Skyward Specialty Insurance in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.