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Harvest Investment Services’s Skyward Specialty Insurance SKWD Stock Holding History

Harvest Investment Services’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
2025
Q3 		– Sell
-7,669
Closed -$443K – 372
2025
Q2 		$443K Buy
+7,669
New +$442K 0.1% 204

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RP
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Invesco
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CIP
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Harvest Investment Services's SKWD Position: Q3 2025 in Review

Harvest Investment Services sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 7,669 shares — an estimated $443K sold.

Harvest Investment Services first reported a position in SKWD in Q2 2025 and held it in 1 quarter. The position peaked at $443K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Harvest Investment Services reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 7,669 Skyward Specialty Insurance shares in Q3 2025, an estimated $443K.
  • Harvest Investment Services first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 1 quarter.
  • Harvest Investment Services's Skyward Specialty Insurance position peaked at $443K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.