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Chartwell Investment Partners’s Skyward Specialty Insurance SKWD Stock Holding History

Chartwell Investment Partners’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
Q3 		$1.55M Buy
38,037
+306
+0.8% +$11.9K 0.05% 314
2024
Q2 		$1.36M Buy
+37,731
New +$1.37M 0.05% 317

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chartwell Investment Partners's SKWD Position: Q3 2024 in Review

Chartwell Investment Partners increased its Skyward Specialty Insurance (SKWD) stake by 0.81% in Q3 2024, buying an estimated $11.9K and bringing the position to 38,037 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #314.

Chartwell Investment Partners first reported a position in SKWD in Q2 2024 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SKWD as of Q3 2024.

  • Chartwell Investment Partners held 38,037 shares of Skyward Specialty Insurance worth $1.55M as of Q3 2024.
  • Chartwell Investment Partners bought 306 Skyward Specialty Insurance shares in Q3 2024, an estimated $11.9K.
  • Skyward Specialty Insurance made up 0.05% of Chartwell Investment Partners's portfolio in Q3 2024, its #314 holding.
  • Chartwell Investment Partners first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.