Ellsworth Advisors
SKWD icon

Ellsworth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Ellsworth 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
Q3 		$820K Buy
+15,528
New +$909K 0.13% 134
2025
Q3 		– Sell
-14,473
Closed -$836K – 190
2025
Q2 		$836K Buy
14,473
+43
+0.3% +$2.48K 0.2% 99
2025
Q1 		$764K Buy
14,430
+1,061
+8% +$51.1K 0.2% 108
2024
Q4 		$676K Buy
+13,369
New +$649K 0.18% 113

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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
HMS Capital Management
HMS Capital Management Nashville, Tennessee $264M AUM 34.23% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Ellsworth Advisors's SKWD Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Skyward Specialty Insurance (SKWD) in Q3 2026: 15,528 shares worth $820K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings. This is a return to the name: Ellsworth Advisors previously reported a position in SKWD as recently as Q2 2025.

Ellsworth Advisors first reported a position in SKWD in Q4 2024 and has held it in 4 quarters since. The position peaked at $836K in Q2 2025. 32 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

  • Ellsworth Advisors held 15,528 shares of Skyward Specialty Insurance worth $820K as of Q3 2026.
  • Skyward Specialty Insurance was a new Ellsworth Advisors position in Q3 2026.
  • Skyward Specialty Insurance made up 0.13% of Ellsworth Advisors's portfolio in Q3 2026, its #134 holding.
  • Ellsworth Advisors first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 4 quarters since.
  • Ellsworth Advisors's Skyward Specialty Insurance position peaked at $836K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.