BWA
SKWD icon

Basecamp Wealth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Basecamp Wealth Advisors’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
Q1 		– Sell
-5
Closed -$256 – 2146
2025
Q4 		$256 Buy
+5
New +$240 ﹤0.01% 1689

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Basecamp Wealth Advisors's SKWD Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 5 shares — an estimated $256 sold.

Basecamp Wealth Advisors first reported a position in SKWD in Q4 2025 and held it in 1 quarter. The position peaked at $256 in Q4 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 5 Skyward Specialty Insurance shares in Q1 2026, an estimated $256.
  • Basecamp Wealth Advisors first reported a position in Skyward Specialty Insurance in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Skyward Specialty Insurance position peaked at $256 in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.