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BFC Planning, Inc.’s Skyward Specialty Insurance SKWD Stock Holding History

BFC Planning, Inc.’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 		$759 Hold
13
– – ﹤0.01% 3201
2026
Q1 		$568 Hold
13
– – ﹤0.01% 2840
2025
Q4 		$664 Hold
13
– – ﹤0.01% 2877
2025
Q3 		$618 Sell
13
-147
-92% -$7.35K ﹤0.01% 2718
2025
Q2 		$9.25K Hold
160
– – ﹤0.01% 1850
2025
Q1 		$8.47K Hold
160
– – ﹤0.01% 1839
2024
Q4 		$8.09K Buy
+160
New +$7.77K ﹤0.01% 1847

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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
Westwood Holdings Group
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC Planning, Inc.'s SKWD Position: Q2 2026 in Review

BFC Planning, Inc. held its Skyward Specialty Insurance (SKWD) position steady in Q2 2026 at 13 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

BFC Planning, Inc. first reported a position in SKWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.25K in Q2 2025. 246 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • BFC Planning, Inc. held 13 shares of Skyward Specialty Insurance worth $759 as of Q2 2026.
  • BFC Planning, Inc. left its Skyward Specialty Insurance share count unchanged in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3201 holding.
  • BFC Planning, Inc. first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Skyward Specialty Insurance position peaked at $9.25K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.