Financial Management Professionals’s Skyward Specialty Insurance SKWD Stock Holding History

Financial Management Professionals’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	$31.2K	Hold	535	–	–	﹤0.01%	362
2026 Q1	$23.4K	Hold	535	–	–	﹤0.01%	373
2025 Q4	$27.3K	Buy	+535	New	+$25.7K	﹤0.01%	335
2025 Q3	–	Sell	-502	Closed	-$29K	–	1052
2025 Q2	$29K	Hold	502	–	–	﹤0.01%	347
2025 Q1	$26.6K	Hold	502	–	–	﹤0.01%	363
2024 Q4	$25.4K	Hold	502	–	–	﹤0.01%	367
2024 Q3	$20K	Hold	502	–	–	﹤0.01%	427
2024 Q2	$18K	Hold	502	–	–	﹤0.01%	409
2024 Q1	$19K	Hold	502	–	–	﹤0.01%	428
2023 Q4	$17K	Buy	+502	New	+$15.4K	﹤0.01%	440

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

Financial Management Professionals's SKWD Position: Q2 2026 in Review

Financial Management Professionals held its Skyward Specialty Insurance (SKWD) position steady in Q2 2026 at 535 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Financial Management Professionals first reported a position in SKWD in Q4 2023 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

Financial Management Professionals held 535 shares of Skyward Specialty Insurance worth $31.2K as of Q2 2026.
Financial Management Professionals left its Skyward Specialty Insurance share count unchanged in Q2 2026.
Skyward Specialty Insurance made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #362 holding.
Financial Management Professionals first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 10 quarters since.
243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.