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Bare Financial Services’s Skyward Specialty Insurance SKWD Stock Holding History

Bare Financial Services’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 		$642 Sell
11
-91
-89% -$4.29K ﹤0.01% 1564
2026
Q1 		$4.46K Buy
+102
New +$4.63K ﹤0.01% 702
2025
Q3 		– Sell
-11
Closed -$636 – 1463
2025
Q2 		$636 Buy
+11
New +$635 ﹤0.01% 1049

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

Bare Financial Services's SKWD Position: Q2 2026 in Review

Bare Financial Services reduced its Skyward Specialty Insurance (SKWD) stake by 89% in Q2 2026, selling an estimated $4.29K and leaving 11 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Bare Financial Services first reported a position in SKWD in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.46K in Q1 2026. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Bare Financial Services held 11 shares of Skyward Specialty Insurance worth $642 as of Q2 2026.
  • Bare Financial Services sold 91 Skyward Specialty Insurance shares in Q2 2026, an estimated $4.29K.
  • Skyward Specialty Insurance made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1564 holding.
  • Bare Financial Services first reported a position in Skyward Specialty Insurance in Q2 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Skyward Specialty Insurance position peaked at $4.46K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.