Brinker Capital Investments’s Skyward Specialty Insurance SKWD Stock Holding History

Brinker Capital Investments’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 Q3	–	Sell	-4,911	Closed	-$284K	–	2116
2025 Q2	$284K	Sell	4,911 -1,969	-29%	-$114K	﹤0.01%	1730
2025 Q1	$364K	Buy	6,880 +919	+15%	+$44.3K	﹤0.01%	1545
2024 Q4	$301K	Sell	5,961 -1,334	-18%	-$64.8K	﹤0.01%	1558
2024 Q3	$297K	Buy	+7,295	New	+$283K	﹤0.01%	1524
2024 Q2	–	Sell	-9,848	Closed	-$368K	–	1788
2024 Q1	$368K	Sell	9,848 -461	-4%	-$15.6K	﹤0.01%	1388
2023 Q4	$342K	Buy	+10,309	New	+$317K	﹤0.01%	1358

Other funds holding SKWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Brinker Capital Investments's SKWD Position: Q3 2025 in Review

Brinker Capital Investments sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 4,911 shares — an estimated $284K sold.

Brinker Capital Investments first reported a position in SKWD in Q4 2023 and held it in 6 quarters. The position peaked at $368K in Q1 2024. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

Brinker Capital Investments reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
Brinker Capital Investments sold 4,911 Skyward Specialty Insurance shares in Q3 2025, an estimated $284K.
Brinker Capital Investments first reported a position in Skyward Specialty Insurance in Q4 2023 and held it in 6 quarters.
Brinker Capital Investments's Skyward Specialty Insurance position peaked at $368K in Q1 2024.
224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.