Engle Capital Management’s Skyward Specialty Insurance SKWD Stock Holding History

Engle Capital 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
2025 Q3	–	Sell	-133,105	Closed	-$7.69M	–	31
2025 Q2	$7.69M	Sell	133,105 -60,895	-31%	-$3.51M	2.32%	18
2025 Q1	$10.3M	Sell	194,000 -64,000	-25%	-$3.08M	3.71%	12
2024 Q4	$13M	Sell	258,000 -172,871	-40%	-$8.4M	3.9%	13
2024 Q3	$17.5M	Buy	430,871 +57,871	+16%	+$2.24M	5.16%	6
2024 Q2	$13.5M	Sell	373,000 -6,000	-2%	-$218K	4.56%	11
2024 Q1	$14.2M	Sell	379,000 -6,000	-2%	-$203K	3.95%	12
2023 Q4	$13M	Sell	385,000 -89,000	-19%	-$2.74M	4.57%	10
2023 Q3	$13M	Buy	474,000 +3,000	+0.6%	+$74.7K	4.7%	9
2023 Q2	$12M	Buy	471,000 +189,000	+67%	+$4.37M	3.7%	12
2023 Q1	$6.17M	Buy	+282,000	New	+$5.48M	2.02%	21

Other funds holding SKWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Engle Capital Management's SKWD Position: Q3 2025 in Review

Engle Capital Management sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 133,105 shares — an estimated $7.69M sold.

Engle Capital Management first reported a position in SKWD in Q1 2023 and held it in 10 quarters. The position peaked at $17.5M in Q3 2024. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

Engle Capital Management reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
Engle Capital Management sold 133,105 Skyward Specialty Insurance shares in Q3 2025, an estimated $7.69M.
Engle Capital Management first reported a position in Skyward Specialty Insurance in Q1 2023 and held it in 10 quarters.
Engle Capital Management's Skyward Specialty Insurance position peaked at $17.5M in Q3 2024.
224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Engle Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.