Fidelity Investments
SKWD icon

Fidelity Investments’s Skyward Specialty Insurance SKWD Stock Holding History

Fidelity 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
Q1 		$6.46M Buy
147,833
+85,770
+138% +$3.9M ﹤0.01% 2216
2025
Q4 		$3.17M Buy
62,063
+43,896
+242% +$2.11M ﹤0.01% 2440
2025
Q3 		$864K Buy
18,167
+16,322
+885% +$816K ﹤0.01% 2839
2025
Q2 		$107K Buy
1,845
+176
+11% +$10.2K ﹤0.01% 3580
2025
Q1 		$88.3K Buy
1,669
+551
+49% +$26.5K ﹤0.01% 3613
2024
Q4 		$56.5K Buy
1,118
+343
+44% +$16.7K ﹤0.01% 3791
2024
Q3 		$31.5K Buy
775
+146
+23% +$5.66K ﹤0.01% 3986
2024
Q2 		$22.7K Buy
629
+77
+14% +$2.79K ﹤0.01% 4017
2024
Q1 		$20.6K Buy
552
+174
+46% +$5.89K ﹤0.01% 4004
2023
Q4 		$12.8K Buy
378
+283
+298% +$8.7K ﹤0.01% 4158
2023
Q3 		$2.6K Buy
95
+13
+16% +$324 ﹤0.01% 4476
2023
Q2 		$2.08K Buy
82
+23
+39% +$531 ﹤0.01% 4582
2023
Q1 		$1.29K Buy
+59
New +$1.15K ﹤0.01% 4706

Other funds holding SKWD

BlackRock
BlackRock New York $5.7T 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 $22.9B 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