IHT Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

IHT Wealth Management’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	$451K	Sell	7,724 -12	-0.2%	-$566	0.01%	870
2026 Q1	$338K	Buy	7,736 +393	+5%	+$17.9K	0.01%	967
2025 Q4	$375K	Buy	+7,343	New	+$353K	0.01%	883
2025 Q2	–	Sell	-12,294	Closed	-$651K	–	1194
2025 Q1	$651K	Sell	12,294 -273	-2%	-$13.2K	0.02%	590
2024 Q4	$635K	Buy	12,567 +2,066	+20%	+$100K	0.02%	609
2024 Q3	$428K	Buy	10,501 +464	+5%	+$18K	0.01%	771
2024 Q2	$363K	Buy	10,037 +1,229	+14%	+$44.6K	0.01%	736
2024 Q1	$330K	Buy	+8,808	New	+$298K	0.01%	768

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's SKWD Position: Q2 2026 in Review

IHT Wealth Management reduced its Skyward Specialty Insurance (SKWD) stake by 0.16% in Q2 2026, selling an estimated $566 and leaving 7,724 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #870.

IHT Wealth Management first reported a position in SKWD in Q1 2024 and has held it in 8 quarters since. The position peaked at $651K in Q1 2025. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

IHT Wealth Management held 7,724 shares of Skyward Specialty Insurance worth $451K as of Q2 2026.
IHT Wealth Management sold 12 Skyward Specialty Insurance shares in Q2 2026, an estimated $566.
Skyward Specialty Insurance made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #870 holding.
IHT Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2024 and has held it in 8 quarters since.
IHT Wealth Management's Skyward Specialty Insurance position peaked at $651K in Q1 2025.
243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.