Carson Wealth (CWM LLC)
SKWD icon

Carson Wealth (CWM LLC)’s Skyward Specialty Insurance SKWD Stock Holding History

Carson Wealth (CWM LLC)’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 		$31.2K Sell
714
-1,299
-65% -$59K ﹤0.01% 4138
2025
Q4 		$103K Buy
2,013
+327
+19% +$15.7K ﹤0.01% 3041
2025
Q3 		$80K Sell
1,686
-226
-12% -$11.3K ﹤0.01% 3155
2025
Q2 		$110K Buy
1,912
+113
+6% +$6.52K ﹤0.01% 2629
2025
Q1 		$95K Sell
1,799
-2,522
-58% -$122K ﹤0.01% 2468
2024
Q4 		$218K Buy
4,321
+189
+5% +$9.18K ﹤0.01% 1773
2024
Q3 		$168K Buy
4,132
+4,003
+3,103% +$155K ﹤0.01% 1854
2024
Q2 		$5K Buy
129
+32
+33% +$1.16K ﹤0.01% 3897
2024
Q1 		$4K Buy
+97
New +$3.28K ﹤0.01% 3787

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RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return