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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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.