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Beacon Pointe Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Beacon Pointe 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
Q2 		$1.03M Sell
17,626
-185
-1% -$8.73K ﹤0.01% 1024
2026
Q1 		$778K Buy
17,811
+2,031
+13% +$92.3K ﹤0.01% 1094
2025
Q4 		$807K Sell
15,780
-1,803
-10% -$86.7K 0.01% 902
2025
Q3 		$836K Buy
17,583
+3,740
+27% +$187K 0.01% 828
2025
Q2 		$800K Sell
13,843
-19
-0.1% -$1.1K 0.01% 738
2025
Q1 		$734K Sell
13,862
-705
-5% -$34K 0.01% 725
2024
Q4 		$736K Buy
14,567
+2,797
+24% +$136K 0.01% 718
2024
Q3 		$479K Sell
11,770
-427
-4% -$16.5K 0.01% 872
2024
Q2 		$441K Buy
+12,197
New +$442K 0.01% 918

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

Beacon Pointe Advisors's SKWD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Skyward Specialty Insurance (SKWD) stake by 1% in Q2 2026, selling an estimated $8.73K and leaving 17,626 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Beacon Pointe Advisors first reported a position in SKWD in Q2 2024 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Beacon Pointe Advisors held 17,626 shares of Skyward Specialty Insurance worth $1.03M as of Q2 2026.
  • Beacon Pointe Advisors sold 185 Skyward Specialty Insurance shares in Q2 2026, an estimated $8.73K.
  • Skyward Specialty Insurance made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1024 holding.
  • Beacon Pointe Advisors first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 9 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.