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Covestor’s Skyward Specialty Insurance SKWD Stock Holding History

Covestor’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 		$0 Sell
10
-10
-50% -$454 ﹤0.01% 2722
2025
Q4 		$1K Sell
20
-12
-38% -$577 ﹤0.01% 2164
2025
Q3 		$2K Buy
32
+2
+7% +$100 ﹤0.01% 1987
2025
Q2 		$2K Sell
30
-21
-41% -$1.21K ﹤0.01% 1890
2025
Q1 		$3K Sell
51
-22
-30% -$1.06K ﹤0.01% 1803
2024
Q4 		$4K Buy
73
+40
+121% +$1.94K ﹤0.01% 1771
2024
Q3 		$1K Buy
33
+8
+32% +$310 ﹤0.01% 2092
2024
Q2 		$1K Buy
25
+5
+25% +$181 ﹤0.01% 2117
2024
Q1 		$1K Buy
20
+16
+400% +$541 ﹤0.01% 2105
2023
Q4 		$0 Sell
4
-1
-20% -$31 ﹤0.01% 2665
2023
Q3 		$0 Buy
+5
New +$125 ﹤0.01% 2658

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $28.2B 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

Covestor's SKWD Position: Q1 2026 in Review

Covestor reduced its Skyward Specialty Insurance (SKWD) stake by 50% in Q1 2026, selling an estimated $454 and leaving 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Covestor first reported a position in SKWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $4K in Q4 2024. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Covestor held 10 shares of Skyward Specialty Insurance worth $0 as of Q1 2026.
  • Covestor sold 10 Skyward Specialty Insurance shares in Q1 2026, an estimated $454.
  • Skyward Specialty Insurance made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2722 holding.
  • Covestor first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 11 quarters since.
  • Covestor's Skyward Specialty Insurance position peaked at $4K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.