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
Q2 		$7.56M Sell
129,609
-5,862
-4% -$277K ﹤0.01% 1343
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 $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

First Trust Advisors's SKWD Position: Q2 2026 in Review

First Trust Advisors reduced its Skyward Specialty Insurance (SKWD) stake by 4.3% in Q2 2026, selling an estimated $277K and leaving 129,609 shares worth $7.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

First Trust Advisors first reported a position in SKWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.25M in Q2 2025. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • First Trust Advisors held 129,609 shares of Skyward Specialty Insurance worth $7.56M as of Q2 2026.
  • First Trust Advisors sold 5,862 Skyward Specialty Insurance shares in Q2 2026, an estimated $277K.
  • Skyward Specialty Insurance made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1343 holding.
  • First Trust Advisors first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 9 quarters since.
  • First Trust Advisors's Skyward Specialty Insurance position peaked at $9.25M in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.