EWA
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EverSource Wealth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

EverSource Wealth Advisors’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 		$90.6K Buy
2,074
+1,791
+633% +$81.4K ﹤0.01% 1492
2025
Q4 		$14.5K Buy
283
+256
+948% +$12.3K ﹤0.01% 2596
2025
Q3 		$1.28K Sell
27
-64
-70% -$3.2K ﹤0.01% 3682
2025
Q2 		$5.26K Buy
91
+57
+168% +$3.29K ﹤0.01% 3142
2025
Q1 		$1.8K Sell
34
-6
-15% -$289 ﹤0.01% 2974
2024
Q4 		$2.02K Buy
+40
New +$1.94K ﹤0.01% 2704
2024
Q1 		– Sell
-320
Closed -$10.8K – 2985
2023
Q4 		$10.8K Buy
+320
New +$9.84K ﹤0.01% 1524

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's SKWD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Skyward Specialty Insurance (SKWD) stake by 633% in Q1 2026, buying an estimated $81.4K and bringing the position to 2,074 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

EverSource Wealth Advisors first reported a position in SKWD in Q4 2023 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • EverSource Wealth Advisors held 2,074 shares of Skyward Specialty Insurance worth $90.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,791 Skyward Specialty Insurance shares in Q1 2026, an estimated $81.4K.
  • Skyward Specialty Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1492 holding.
  • EverSource Wealth Advisors first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 7 quarters since.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.