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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Pointe Advisors's SKWD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Skyward Specialty Insurance (SKWD) stake by 13% in Q1 2026, buying an estimated $92.3K and bringing the position to 17,811 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Beacon Pointe Advisors first reported a position in SKWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $836K in Q3 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

Beacon Pointe Advisors held 17,811 shares of Skyward Specialty Insurance worth $778K as of Q1 2026.
Beacon Pointe Advisors bought 2,031 Skyward Specialty Insurance shares in Q1 2026, an estimated $92.3K.
Skyward Specialty Insurance made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1094 holding.
Beacon Pointe Advisors first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's Skyward Specialty Insurance position peaked at $836K in Q3 2025.
238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.