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
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 $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return