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Global Retirement Partners’s Skyward Specialty Insurance SKWD Stock Holding History

Global Retirement Partners’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
Q4 		$1.87K Sell
37
-24
-39% -$1.17K ﹤0.01% 3096
2024
Q3 		$2.48K Sell
61
-101
-62% -$3.91K ﹤0.01% 2864
2024
Q2 		$5.86K Buy
+162
New +$5.88K ﹤0.01% 2546

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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

Global Retirement Partners's SKWD Position: Q4 2024 in Review

Global Retirement Partners reduced its Skyward Specialty Insurance (SKWD) stake by 39% in Q4 2024, selling an estimated $1.17K and leaving 37 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Global Retirement Partners first reported a position in SKWD in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.86K in Q2 2024. 212 funds tracked by Wall St. Rank hold SKWD as of Q4 2024.

  • Global Retirement Partners held 37 shares of Skyward Specialty Insurance worth $1.87K as of Q4 2024.
  • Global Retirement Partners sold 24 Skyward Specialty Insurance shares in Q4 2024, an estimated $1.17K.
  • Skyward Specialty Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3096 holding.
  • Global Retirement Partners first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 3 quarters since.
  • Global Retirement Partners's Skyward Specialty Insurance position peaked at $5.86K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.