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Counterpoint Mutual Funds’s Skyward Specialty Insurance SKWD Stock Holding History

Counterpoint Mutual Funds’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
2025
Q3 		– Sell
-6,897
Closed -$399K – 456
2025
Q2 		$399K Buy
+6,897
New +$398K 0.04% 186

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Counterpoint Mutual Funds's SKWD Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 6,897 shares — an estimated $399K sold.

Counterpoint Mutual Funds first reported a position in SKWD in Q2 2025 and held it in 1 quarter. The position peaked at $399K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,897 Skyward Specialty Insurance shares in Q3 2025, an estimated $399K.
  • Counterpoint Mutual Funds first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Skyward Specialty Insurance position peaked at $399K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.