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Annis Gardner Whiting Capital Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-238
Closed -$10.4K – 1096
2026
Q1 		$10.4K Hold
238
– – ﹤0.01% 858
2025
Q4 		$12.2K Hold
238
– – ﹤0.01% 738
2025
Q3 		$11.3K Sell
238
-73
-23% -$3.65K ﹤0.01% 690
2025
Q2 		$18K Hold
311
– – 0.01% 585
2025
Q1 		$16.5K Hold
311
– – 0.01% 484
2024
Q4 		$15.7K Hold
311
– – ﹤0.01% 475
2024
Q3 		$12.7K Buy
+311
New +$12K ﹤0.01% 522

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

Annis Gardner Whiting Capital Advisors's SKWD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Skyward Specialty Insurance (SKWD) in Q2 2026, closing a stake of 238 shares — an estimated $10.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SKWD in Q3 2024 and held it in 7 quarters. The position peaked at $18K in Q2 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Skyward Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 238 Skyward Specialty Insurance shares in Q2 2026, an estimated $10.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Skyward Specialty Insurance in Q3 2024 and held it in 7 quarters.
  • Annis Gardner Whiting Capital Advisors's Skyward Specialty Insurance position peaked at $18K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.