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
Q2 		$5.93M Buy
101,665
+1,810
+2% +$85.4K ﹤0.01% 2338
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

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

Envestnet Asset Management's SKWD Position: Q2 2026 in Review

Envestnet Asset Management increased its Skyward Specialty Insurance (SKWD) stake by 1.8% in Q2 2026, buying an estimated $85.4K and bringing the position to 101,665 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Envestnet Asset Management first reported a position in SKWD in Q3 2023 and has held it in 12 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Envestnet Asset Management held 101,665 shares of Skyward Specialty Insurance worth $5.93M as of Q2 2026.
  • Envestnet Asset Management bought 1,810 Skyward Specialty Insurance shares in Q2 2026, an estimated $85.4K.
  • Skyward Specialty Insurance made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2338 holding.
  • Envestnet Asset Management first reported a position in Skyward Specialty Insurance in Q3 2023 and has held it in 12 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.