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 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 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

Capstone Investment Advisors's SKWD Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Skyward Specialty Insurance (SKWD) in Q1 2026: 17,420 shares worth $761K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SKWD as recently as Q3 2025.

Capstone Investment Advisors first reported a position in SKWD in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.03M in Q1 2024. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

Capstone Investment Advisors held 17,420 shares of Skyward Specialty Insurance worth $761K as of Q1 2026.
Skyward Specialty Insurance was a new Capstone Investment Advisors position in Q1 2026.
Skyward Specialty Insurance made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #962 holding.
Capstone Investment Advisors first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 6 quarters since.
Capstone Investment Advisors's Skyward Specialty Insurance position peaked at $4.03M in Q1 2024.
238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

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