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 Q3	$1K	Sell	16 -4	-20%	-$234	﹤0.01%	2201
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Covestor's SKWD Position: Q3 2026 in Review

Covestor reduced its Skyward Specialty Insurance (SKWD) stake by 20% in Q3 2026, selling an estimated $234 and leaving 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Covestor first reported a position in SKWD in Q3 2023 and has held it in 13 quarters since. The position peaked at $4K in Q4 2024. 143 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

Covestor held 16 shares of Skyward Specialty Insurance worth $1K as of Q3 2026.
Covestor sold 4 Skyward Specialty Insurance shares in Q3 2026, an estimated $234.
Skyward Specialty Insurance made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2201 holding.
Covestor first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 13 quarters since.
Covestor's Skyward Specialty Insurance position peaked at $4K in Q4 2024.
143 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.