EA
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
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

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Ellsworth Advisors's SKWD Position: Q3 2025 in Review

Ellsworth Advisors sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 14,473 shares — an estimated $836K sold.

Ellsworth Advisors first reported a position in SKWD in Q4 2024 and held it in 3 quarters. The position peaked at $836K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Ellsworth Advisors reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 14,473 Skyward Specialty Insurance shares in Q3 2025, an estimated $836K.
  • Ellsworth Advisors first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 3 quarters.
  • Ellsworth Advisors's Skyward Specialty Insurance position peaked at $836K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Ellsworth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.