EWM
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Empirical Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Empirical Wealth Management’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 		$650K Buy
11,134
+1,721
+18% +$81.2K 0.01% 562
2026
Q1 		$411K Buy
9,413
+2,444
+35% +$111K 0.01% 656
2025
Q4 		$356K Buy
6,969
+703
+11% +$33.8K 0.01% 633
2025
Q3 		$298K Buy
6,266
+2,728
+77% +$136K 0.01% 617
2025
Q2 		$204K Sell
3,538
-262
-7% -$15.1K ﹤0.01% 651
2025
Q1 		$201K Buy
+3,800
New +$183K 0.01% 614

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

Empirical Wealth Management's SKWD Position: Q2 2026 in Review

Empirical Wealth Management increased its Skyward Specialty Insurance (SKWD) stake by 18% in Q2 2026, buying an estimated $81.2K and bringing the position to 11,134 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #562.

Empirical Wealth Management first reported a position in SKWD in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Empirical Wealth Management held 11,134 shares of Skyward Specialty Insurance worth $650K as of Q2 2026.
  • Empirical Wealth Management bought 1,721 Skyward Specialty Insurance shares in Q2 2026, an estimated $81.2K.
  • Skyward Specialty Insurance made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Empirical Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.