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
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

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

AssetMark Inc's SKWD Position: Q2 2026 in Review

AssetMark Inc held its Skyward Specialty Insurance (SKWD) position steady in Q2 2026 at 942 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

AssetMark Inc first reported a position in SKWD in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • AssetMark Inc held 942 shares of Skyward Specialty Insurance worth $55K as of Q2 2026.
  • AssetMark Inc left its Skyward Specialty Insurance share count unchanged in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1803 holding.
  • AssetMark Inc first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.