Envestnet Asset Management
SKWD icon

Envestnet Asset Management’s Skyward Specialty Insurance SKWD Stock Holding History

Envestnet Asset 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
Q1 		$4.36M Buy
99,855
+14,231
+17% +$646K ﹤0.01% 2407
2025
Q4 		$4.38M Buy
85,624
+5,860
+7% +$282K ﹤0.01% 2276
2025
Q3 		$3.79M Sell
79,764
-10,237
-11% -$512K ﹤0.01% 2445
2025
Q2 		$5.2M Sell
90,001
-13,015
-13% -$751K ﹤0.01% 2175
2025
Q1 		$5.45M Buy
103,016
+27,669
+37% +$1.33M ﹤0.01% 2064
2024
Q4 		$3.81M Sell
75,347
-10,616
-12% -$516K ﹤0.01% 2292
2024
Q3 		$3.5M Buy
85,963
+20,927
+32% +$811K ﹤0.01% 2330
2024
Q2 		$2.35M Buy
65,036
+43,153
+197% +$1.57M ﹤0.01% 2492
2024
Q1 		$819K Buy
21,883
+1,250
+6% +$42.3K ﹤0.01% 3162
2023
Q4 		$699K Buy
20,633
+8,628
+72% +$265K ﹤0.01% 3154
2023
Q3 		$328K Buy
+12,005
New +$299K ﹤0.01% 3483

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VCM
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WHG
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State Street
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PCH
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American Century Companies
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