IA
SKWD icon

IFP Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

IFP 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 		$175 Sell
3
-9
-75% -$425 ﹤0.01% 4872
2026
Q1 		$524 Sell
12
-34
-74% -$1.54K ﹤0.01% 4406
2025
Q4 		$2.35K Sell
46
-23
-33% -$1.1K ﹤0.01% 3781
2025
Q3 		$3.28K Sell
69
-10
-13% -$500 ﹤0.01% 3469
2025
Q2 		$4.57K Sell
79
-24
-23% -$1.38K ﹤0.01% 3454
2025
Q1 		$5.45K Buy
103
+100
+3,333% +$4.82K ﹤0.01% 2805
2024
Q4 		$152 Buy
+3
New +$146 ﹤0.01% 3866

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

IFP Advisors's SKWD Position: Q2 2026 in Review

IFP Advisors reduced its Skyward Specialty Insurance (SKWD) stake by 75% in Q2 2026, selling an estimated $425 and leaving 3 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #4872.

IFP Advisors first reported a position in SKWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45K in Q1 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • IFP Advisors held 3 shares of Skyward Specialty Insurance worth $175 as of Q2 2026.
  • IFP Advisors sold 9 Skyward Specialty Insurance shares in Q2 2026, an estimated $425.
  • Skyward Specialty Insurance made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4872 holding.
  • IFP Advisors first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Skyward Specialty Insurance position peaked at $5.45K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.