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SKWD icon

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
Q2 		$1K Buy
20
+10
+100% +$472 ﹤0.01% 2328
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 $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's SKWD Position: Q2 2026 in Review

Covestor increased its Skyward Specialty Insurance (SKWD) stake by 100% in Q2 2026, buying an estimated $472 and bringing the position to 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Covestor first reported a position in SKWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4K in Q4 2024. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Covestor held 20 shares of Skyward Specialty Insurance worth $1K as of Q2 2026.
  • Covestor bought 10 Skyward Specialty Insurance shares in Q2 2026, an estimated $472.
  • Skyward Specialty Insurance made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2328 holding.
  • Covestor first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 12 quarters since.
  • Covestor's Skyward Specialty Insurance position peaked at $4K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.