First Trust Advisors
SKWD icon

First Trust Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

First Trust 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 		$5.92M Buy
135,471
+69,254
+105% +$3.15M ﹤0.01% 1346
2025
Q4 		$3.38M Sell
66,217
-42,055
-39% -$2.02M ﹤0.01% 1626
2025
Q3 		$5.15M Sell
108,272
-51,768
-32% -$2.59M ﹤0.01% 1367
2025
Q2 		$9.25M Buy
160,040
+16,088
+11% +$928K 0.01% 1112
2025
Q1 		$7.62M Buy
143,952
+21,814
+18% +$1.05M 0.01% 1143
2024
Q4 		$6.17M Buy
122,138
+14,543
+14% +$706K 0.01% 1246
2024
Q3 		$4.38M Sell
107,595
-21,742
-17% -$842K ﹤0.01% 1400
2024
Q2 		$4.68M Buy
+129,337
New +$4.69M ﹤0.01% 1292

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