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Ashton Thomas Private Wealth’s Skyward Specialty Insurance SKWD Stock Holding History

Ashton Thomas Private Wealth’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
2025
Q1 		– Sell
-4,542
Closed -$230K – 826
2024
Q4 		$230K Buy
+4,542
New +$221K 0.01% 713
2024
Q3 		– Sell
-4,428
Closed -$160K – 1627
2024
Q2 		$160K Buy
+4,428
New +$161K 0.01% 630

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Ashton Thomas Private Wealth's SKWD Position: Q1 2025 in Review

Ashton Thomas Private Wealth sold out of Skyward Specialty Insurance (SKWD) in Q1 2025, closing a stake of 4,542 shares — an estimated $230K sold.

Ashton Thomas Private Wealth first reported a position in SKWD in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

  • Ashton Thomas Private Wealth reported no remaining Skyward Specialty Insurance position as of Q1 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 4,542 Skyward Specialty Insurance shares in Q1 2025, an estimated $230K.
  • Ashton Thomas Private Wealth first reported a position in Skyward Specialty Insurance in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's Skyward Specialty Insurance position peaked at $230K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2025, filed 16 May 2025.