Capstone Investment Advisors
SKWD icon

Capstone Investment Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Capstone Investment 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 		$285K Sell
4,884
-12,536
-72% -$592K ﹤0.01% 1477
2026
Q1 		$761K Buy
+17,420
New +$791K ﹤0.01% 962
2025
Q4 		– Sell
-13,855
Closed -$659K – 2007
2025
Q3 		$659K Buy
+13,855
New +$693K ﹤0.01% 1217
2024
Q2 		– Sell
-107,796
Closed -$4.03M – 2433
2024
Q1 		$4.03M Buy
107,796
+43,739
+68% +$1.48M 0.01% 523
2023
Q4 		$2.17M Buy
64,057
+9,057
+16% +$278K 0.01% 773
2023
Q3 		$1.5M Buy
+55,000
New +$1.37M 0.01% 831
2023
Q2 		– Sell
-40,700
Closed -$890K – 1904
2023
Q1 		$890K Buy
+40,700
New +$791K ﹤0.01% 829

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's SKWD Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Skyward Specialty Insurance (SKWD) stake by 72% in Q2 2026, selling an estimated $592K and leaving 4,884 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Capstone Investment Advisors first reported a position in SKWD in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.03M in Q1 2024. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Capstone Investment Advisors held 4,884 shares of Skyward Specialty Insurance worth $285K as of Q2 2026.
  • Capstone Investment Advisors sold 12,536 Skyward Specialty Insurance shares in Q2 2026, an estimated $592K.
  • Skyward Specialty Insurance made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1477 holding.
  • Capstone Investment Advisors first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 7 quarters since.
  • Capstone Investment Advisors's Skyward Specialty Insurance position peaked at $4.03M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.