Dimensional Fund Advisors
SKWD icon

Dimensional Fund Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Dimensional Fund Advisors’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 		$53.6M Buy
918,168
+63,379
+7% +$2.99M 0.01% 1568
2026
Q1 		$37.3M Buy
854,789
+36,997
+5% +$1.68M 0.01% 1666
2025
Q4 		$41.8M Buy
817,792
+69,838
+9% +$3.36M 0.01% 1604
2025
Q3 		$35.6M Buy
747,954
+60,512
+9% +$3.03M 0.01% 1702
2025
Q2 		$39.7M Buy
687,442
+67,384
+11% +$3.89M 0.01% 1623
2025
Q1 		$32.8M Buy
620,058
+91,361
+17% +$4.4M 0.01% 1696
2024
Q4 		$26.7M Buy
528,697
+121,636
+30% +$5.91M 0.01% 1869
2024
Q3 		$16.6M Buy
407,061
+181,781
+81% +$7.04M ﹤0.01% 2091
2024
Q2 		$8.15M Buy
+225,280
New +$8.17M ﹤0.01% 2340

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

Dimensional Fund Advisors's SKWD Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Skyward Specialty Insurance (SKWD) stake by 7.4% in Q2 2026, buying an estimated $2.99M and bringing the position to 918,168 shares worth $53.6M. The position accounts for 0.01% of the portfolio, ranked #1568.

Dimensional Fund Advisors first reported a position in SKWD in Q2 2024 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Dimensional Fund Advisors held 918,168 shares of Skyward Specialty Insurance worth $53.6M as of Q2 2026.
  • Dimensional Fund Advisors bought 63,379 Skyward Specialty Insurance shares in Q2 2026, an estimated $2.99M.
  • Skyward Specialty Insurance made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1568 holding.
  • Dimensional Fund Advisors first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 9 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.