AssetMark Inc
SKWD icon

AssetMark Inc’s Skyward Specialty Insurance SKWD Stock Holding History

AssetMark Inc’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
Q3 		$64.3K Buy
1,218
+276
+29% +$16.2K ﹤0.01% 1784
2026
Q2 		$55K Hold
942
– – ﹤0.01% 1803
2026
Q1 		$41.1K Hold
942
– – ﹤0.01% 1813
2025
Q4 		$48.1K Buy
942
+195
+26% +$9.37K ﹤0.01% 1737
2025
Q3 		$35.5K Buy
747
+690
+1,211% +$34.5K ﹤0.01% 1756
2025
Q2 		$3.29K Hold
57
– – ﹤0.01% 2266
2025
Q1 		$3.02K Hold
57
– – ﹤0.01% 2089
2024
Q4 		$2.88K Buy
+57
New +$2.77K ﹤0.01% 2040

Other funds holding SKWD

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc's SKWD Position: Q3 2026 in Review

AssetMark Inc increased its Skyward Specialty Insurance (SKWD) stake by 29% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,218 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

AssetMark Inc first reported a position in SKWD in Q4 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

  • AssetMark Inc held 1,218 shares of Skyward Specialty Insurance worth $64.3K as of Q3 2026.
  • AssetMark Inc bought 276 Skyward Specialty Insurance shares in Q3 2026, an estimated $16.2K.
  • Skyward Specialty Insurance made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1784 holding.
  • AssetMark Inc first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.