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
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 $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