CAPTRUST Financial Advisors
SKWD icon

CAPTRUST Financial Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

CAPTRUST Financial 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
2024
Q1 		– Sell
-18,937
Closed -$642K – 2587
2023
Q4 		$642K Sell
18,937
-11,832
-38% -$364K ﹤0.01% 1557
2023
Q3 		$842K Sell
30,769
-7
-0% -$174 ﹤0.01% 1304
2023
Q2 		$782K Buy
+30,776
New +$711K ﹤0.01% 1355

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CAPTRUST Financial Advisors's SKWD Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Skyward Specialty Insurance (SKWD) in Q1 2024, closing a stake of 18,937 shares — an estimated $642K sold.

CAPTRUST Financial Advisors first reported a position in SKWD in Q2 2023 and held it in 3 quarters. The position peaked at $842K in Q3 2023. 157 funds tracked by Wall St. Rank hold SKWD as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Skyward Specialty Insurance position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 18,937 Skyward Specialty Insurance shares in Q1 2024, an estimated $642K.
  • CAPTRUST Financial Advisors first reported a position in Skyward Specialty Insurance in Q2 2023 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Skyward Specialty Insurance position peaked at $842K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.