AWM
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Avior Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-70
Closed -$3.54K – 2061
2024
Q4 		$3.54K Buy
+70
New +$3.4K ﹤0.01% 1984
2024
Q2 		– Sell
-4
Closed -$149 – 3497
2024
Q1 		$149 Buy
+4
New +$135 ﹤0.01% 3005

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
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
Franklin Resources San Mateo, California $408B 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Avior Wealth Management's SKWD Position: Q1 2025 in Review

Avior Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q1 2025, closing a stake of 70 shares — an estimated $3.54K sold.

Avior Wealth Management first reported a position in SKWD in Q1 2024 and held it in 2 quarters. The position peaked at $3.54K in Q4 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

  • Avior Wealth Management reported no remaining Skyward Specialty Insurance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 70 Skyward Specialty Insurance shares in Q1 2025, an estimated $3.54K.
  • Avior Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Skyward Specialty Insurance position peaked at $3.54K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.