FMI
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F/M Investments’s Skyward Specialty Insurance SKWD Stock Holding History

F/M Investments’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 		$831K Buy
14,250
+3,654
+34% +$172K 0.04% 208
2026
Q1 		$463K Buy
10,596
+4,498
+74% +$204K 0.03% 239
2025
Q4 		$312K Buy
+6,098
New +$293K 0.01% 375

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

F/M Investments's SKWD Position: Q2 2026 in Review

F/M Investments increased its Skyward Specialty Insurance (SKWD) stake by 34% in Q2 2026, buying an estimated $172K and bringing the position to 14,250 shares worth $831K. The position accounts for 0.04% of the portfolio, ranked #208.

F/M Investments first reported a position in SKWD in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • F/M Investments held 14,250 shares of Skyward Specialty Insurance worth $831K as of Q2 2026.
  • F/M Investments bought 3,654 Skyward Specialty Insurance shares in Q2 2026, an estimated $172K.
  • Skyward Specialty Insurance made up 0.04% of F/M Investments's portfolio in Q2 2026, its #208 holding.
  • F/M Investments first reported a position in Skyward Specialty Insurance in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.