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 Q2	$27.1K	Sell	465 -1,609	-78%	-$75.9K	﹤0.01%	2217
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's SKWD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Skyward Specialty Insurance (SKWD) stake by 78% in Q2 2026, selling an estimated $75.9K and leaving 465 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

EverSource Wealth Advisors first reported a position in SKWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $90.6K in Q1 2026. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

EverSource Wealth Advisors held 465 shares of Skyward Specialty Insurance worth $27.1K as of Q2 2026.
EverSource Wealth Advisors sold 1,609 Skyward Specialty Insurance shares in Q2 2026, an estimated $75.9K.
Skyward Specialty Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2217 holding.
EverSource Wealth Advisors first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's Skyward Specialty Insurance position peaked at $90.6K in Q1 2026.
244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.