FG
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Formula Growth’s Skyward Specialty Insurance SKWD Stock Holding History

Formula Growth’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
2024
Q1 		– Sell
-64,500
Closed -$2.19M – 140
2023
Q4 		$2.19M Buy
64,500
+31,500
+95% +$969K 0.7% 64
2023
Q3 		$903K Buy
+33,000
New +$822K 0.31% 104

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Formula Growth's SKWD Position: Q1 2024 in Review

Formula Growth sold out of Skyward Specialty Insurance (SKWD) in Q1 2024, closing a stake of 64,500 shares — an estimated $2.19M sold.

Formula Growth first reported a position in SKWD in Q3 2023 and held it in 2 quarters. The position peaked at $2.19M in Q4 2023. 157 funds tracked by Wall St. Rank hold SKWD as of Q1 2024.

  • Formula Growth reported no remaining Skyward Specialty Insurance position as of Q1 2024 after selling out during the quarter.
  • Formula Growth sold 64,500 Skyward Specialty Insurance shares in Q1 2024, an estimated $2.19M.
  • Formula Growth first reported a position in Skyward Specialty Insurance in Q3 2023 and held it in 2 quarters.
  • Formula Growth's Skyward Specialty Insurance position peaked at $2.19M in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2024.

Based on Formula Growth's 13F filing for Q1 2024, filed 14 May 2024.