DT
SKWD icon

Diversified Trust’s Skyward Specialty Insurance SKWD Stock Holding History

Diversified Trust’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 		$1.17M Sell
20,000
-1,429
-7% -$67.4K 0.02% 452
2026
Q1 		$936K Buy
21,429
+875
+4% +$39.7K 0.02% 477
2025
Q4 		$1.05M Buy
20,554
+4,600
+29% +$221K 0.02% 425
2025
Q3 		$759K Buy
15,954
+3,068
+24% +$153K 0.02% 489
2025
Q2 		$745K Sell
12,886
-5,493
-30% -$317K 0.02% 466
2025
Q1 		$973K Buy
18,379
+1,879
+11% +$90.5K 0.02% 368
2024
Q4 		$834K Hold
16,500
– – 0.02% 427
2024
Q3 		$672K Hold
16,500
– – 0.02% 503
2024
Q2 		$597K Buy
16,500
+4,725
+40% +$171K 0.02% 481
2024
Q1 		$441K Buy
11,775
+2,450
+26% +$82.9K 0.01% 542
2023
Q4 		$316K Buy
9,325
+1,625
+21% +$50K 0.01% 643
2023
Q3 		$211K Buy
+7,700
New +$192K 0.01% 733

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

Diversified Trust's SKWD Position: Q2 2026 in Review

Diversified Trust reduced its Skyward Specialty Insurance (SKWD) stake by 6.7% in Q2 2026, selling an estimated $67.4K and leaving 20,000 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #452.

Diversified Trust first reported a position in SKWD in Q3 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Diversified Trust held 20,000 shares of Skyward Specialty Insurance worth $1.17M as of Q2 2026.
  • Diversified Trust sold 1,429 Skyward Specialty Insurance shares in Q2 2026, an estimated $67.4K.
  • Skyward Specialty Insurance made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #452 holding.
  • Diversified Trust first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.