Emerald Mutual Fund Advisers Trust’s Skyward Specialty Insurance SKWD Stock Holding History

Emerald Mutual Fund Advisers 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	$15.5M	Sell	266,150 -135,749	-34%	-$6.41M	0.55%	83
2026 Q1	$17.6M	Buy	401,899 +4,498	+1%	+$204K	0.85%	49
2025 Q4	$20.3M	Buy	397,401 +6,098	+2%	+$293K	0.99%	32
2025 Q3	$18.6M	Sell	391,303 -43,992	-10%	-$2.2M	0.96%	32
2025 Q2	$25.2M	Sell	435,295 -107,236	-20%	-$6.19M	1.53%	15
2025 Q1	$28.7M	Sell	542,531 -6,871	-1%	-$331K	2.04%	5
2024 Q4	$27.8M	Sell	549,402 -177,000	-24%	-$8.6M	1.69%	9
2024 Q3	$29.6M	Sell	726,402 -1,959	-0.3%	-$75.9K	1.54%	14
2024 Q2	$26.4M	Sell	728,361 -19,552	-3%	-$709K	1.38%	22
2024 Q1	$28M	Hold	747,913	–	–	1.46%	13
2023 Q4	$25.3M	Buy	747,913 +69,435	+10%	+$2.14M	1.34%	16
2023 Q3	$18.6M	Hold	678,478	–	–	1.12%	29
2023 Q2	$17.2M	Buy	678,478 +278,136	+69%	+$6.42M	0.93%	51
2023 Q1	$8.76M	Buy	+400,342	New	+$7.78M	0.52%	83

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SKWD Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its Skyward Specialty Insurance (SKWD) stake by 34% in Q2 2026, selling an estimated $6.41M and leaving 266,150 shares worth $15.5M. The position accounts for 0.55% of the portfolio, ranked #83.

Emerald Mutual Fund Advisers Trust first reported a position in SKWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.6M in Q3 2024. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 266,150 shares of Skyward Specialty Insurance worth $15.5M as of Q2 2026.
Emerald Mutual Fund Advisers Trust sold 135,749 Skyward Specialty Insurance shares in Q2 2026, an estimated $6.41M.
Skyward Specialty Insurance made up 0.55% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #83 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 14 quarters since.
Emerald Mutual Fund Advisers Trust's Skyward Specialty Insurance position peaked at $29.6M in Q3 2024.
244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.