ECM
SKWD icon

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

Evergreen 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
2026
Q2 		– Sell
-4,802
Closed -$210K – 1656
2026
Q1 		$210K Buy
+4,802
New +$218K ﹤0.01% 1366

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

Evergreen Capital Management's SKWD Position: Q2 2026 in Review

Evergreen Capital Management sold out of Skyward Specialty Insurance (SKWD) in Q2 2026, closing a stake of 4,802 shares — an estimated $210K sold.

Evergreen Capital Management first reported a position in SKWD in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Evergreen Capital Management reported no remaining Skyward Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 4,802 Skyward Specialty Insurance shares in Q2 2026, an estimated $210K.
  • Evergreen Capital Management first reported a position in Skyward Specialty Insurance in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's Skyward Specialty Insurance position peaked at $210K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.