Creative Planning
SKWD icon

Creative Planning’s Skyward Specialty Insurance SKWD Stock Holding History

Creative Planning’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 		$2.26M Buy
38,744
+18,486
+91% +$872K ﹤0.01% 1989
2026
Q1 		$885K Sell
20,258
-10,155
-33% -$461K ﹤0.01% 2558
2025
Q4 		$1.55M Buy
30,413
+19,453
+177% +$935K ﹤0.01% 1926
2025
Q3 		$521K Sell
10,960
-3,975
-27% -$199K ﹤0.01% 2681
2025
Q2 		$863K Buy
14,935
+6,690
+81% +$386K ﹤0.01% 1987
2025
Q1 		$436K Buy
8,245
+8,210
+23,457% +$396K ﹤0.01% 2415
2024
Q4 		$1.77K Buy
+35
New +$1.7K ﹤0.01% 3472

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

Creative Planning's SKWD Position: Q2 2026 in Review

Creative Planning increased its Skyward Specialty Insurance (SKWD) stake by 91% in Q2 2026, buying an estimated $872K and bringing the position to 38,744 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Creative Planning first reported a position in SKWD in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Creative Planning held 38,744 shares of Skyward Specialty Insurance worth $2.26M as of Q2 2026.
  • Creative Planning bought 18,486 Skyward Specialty Insurance shares in Q2 2026, an estimated $872K.
  • Skyward Specialty Insurance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1989 holding.
  • Creative Planning first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.