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Allworth Financial’s Skyward Specialty Insurance SKWD Stock Holding History

Allworth Financial’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 		$9.34K Buy
160
+137
+596% +$6.46K ﹤0.01% 3762
2026
Q1 		$1K Sell
23
-21
-48% -$954 ﹤0.01% 4573
2025
Q4 		$2.25K Buy
44
+34
+340% +$1.63K ﹤0.01% 4077
2025
Q3 		$476 Sell
10
-20
-67% -$1K ﹤0.01% 4445
2025
Q2 		$1.73K Buy
30
+27
+900% +$1.56K ﹤0.01% 3769
2025
Q1 		$163 Buy
+3
New +$145 ﹤0.01% 3907

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's SKWD Position: Q2 2026 in Review

Allworth Financial increased its Skyward Specialty Insurance (SKWD) stake by 596% in Q2 2026, buying an estimated $6.46K and bringing the position to 160 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Allworth Financial first reported a position in SKWD in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Allworth Financial held 160 shares of Skyward Specialty Insurance worth $9.34K as of Q2 2026.
  • Allworth Financial bought 137 Skyward Specialty Insurance shares in Q2 2026, an estimated $6.46K.
  • Skyward Specialty Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3762 holding.
  • Allworth Financial first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.