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D.A. Davidson & Co’s Skyward Specialty Insurance SKWD Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-5,418
Closed -$274K – 1485
2024
Q4 		$274K Sell
5,418
-2,440
-31% -$118K ﹤0.01% 1231
2024
Q3 		$320K Buy
+7,858
New +$304K ﹤0.01% 1170

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

D.A. Davidson & Co's SKWD Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Skyward Specialty Insurance (SKWD) in Q1 2025, closing a stake of 5,418 shares — an estimated $274K sold.

D.A. Davidson & Co first reported a position in SKWD in Q3 2024 and held it in 2 quarters. The position peaked at $320K in Q3 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Skyward Specialty Insurance position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,418 Skyward Specialty Insurance shares in Q1 2025, an estimated $274K.
  • D.A. Davidson & Co first reported a position in Skyward Specialty Insurance in Q3 2024 and held it in 2 quarters.
  • D.A. Davidson & Co's Skyward Specialty Insurance position peaked at $320K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.