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

Ashford 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
2026
Q2 		$21.5M Sell
368,052
-22,280
-6% -$1.05M 2.3% 15
2026
Q1 		$17M Buy
390,332
+2,630
+0.7% +$119K 2.11% 17
2025
Q4 		$19.8M Sell
387,702
-270
-0.1% -$13K 2.21% 13
2025
Q3 		$18.5M Sell
387,972
-18,060
-4% -$903K 2.06% 17
2025
Q2 		$23.5M Sell
406,032
-33,984
-8% -$1.96M 2.76% 10
2025
Q1 		$23.3M Sell
440,016
-175,805
-29% -$8.47M 3% 11
2024
Q4 		$31.1M Sell
615,821
-18,015
-3% -$875K 3.67% 4
2024
Q3 		$25.8M Sell
633,836
-116,924
-16% -$4.53M 3.22% 6
2024
Q2 		$27.2M Sell
750,760
-4,660
-0.6% -$169K 3.67% 4
2024
Q1 		$28.3M Buy
755,420
+320
+0% +$10.8K 3.82% 5
2023
Q4 		$25.6M Buy
755,100
+400,300
+113% +$12.3M 3.43% 6
2023
Q3 		$9.71M Buy
+354,800
New +$8.84M 1.43% 28

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

Ashford Capital Management's SKWD Position: Q2 2026 in Review

Ashford Capital Management reduced its Skyward Specialty Insurance (SKWD) stake by 5.7% in Q2 2026, selling an estimated $1.05M and leaving 368,052 shares worth $21.5M. The position accounts for 2.3% of the portfolio, ranked #15.

Ashford Capital Management first reported a position in SKWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.1M in Q4 2024. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Ashford Capital Management held 368,052 shares of Skyward Specialty Insurance worth $21.5M as of Q2 2026.
  • Ashford Capital Management sold 22,280 Skyward Specialty Insurance shares in Q2 2026, an estimated $1.05M.
  • Skyward Specialty Insurance made up 2.3% of Ashford Capital Management's portfolio in Q2 2026, its #15 holding.
  • Ashford Capital Management first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 12 quarters since.
  • Ashford Capital Management's Skyward Specialty Insurance position peaked at $31.1M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.