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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
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 $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ashford Capital Management's SKWD Position: Q1 2026 in Review

Ashford Capital Management increased its Skyward Specialty Insurance (SKWD) stake by 0.68% in Q1 2026, buying an estimated $119K and bringing the position to 390,332 shares worth $17M. The position accounts for 2.11% of the portfolio, ranked #17.

Ashford Capital Management first reported a position in SKWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $31.1M in Q4 2024. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Ashford Capital Management held 390,332 shares of Skyward Specialty Insurance worth $17M as of Q1 2026.
  • Ashford Capital Management bought 2,630 Skyward Specialty Insurance shares in Q1 2026, an estimated $119K.
  • Skyward Specialty Insurance made up 2.11% of Ashford Capital Management's portfolio in Q1 2026, its #17 holding.
  • Ashford Capital Management first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 11 quarters since.
  • Ashford Capital Management's Skyward Specialty Insurance position peaked at $31.1M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.