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

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SKWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Skyward Specialty Insurance (SKWD) stake by 65% in Q1 2026, selling an estimated $59K and leaving 714 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4138.

Carson Wealth (CWM LLC) first reported a position in SKWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $218K in Q4 2024. 239 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 714 shares of Skyward Specialty Insurance worth $31.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,299 Skyward Specialty Insurance shares in Q1 2026, an estimated $59K.
  • Skyward Specialty Insurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4138 holding.
  • Carson Wealth (CWM LLC) first reported a position in Skyward Specialty Insurance in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Skyward Specialty Insurance position peaked at $218K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.