IAA
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Independent Advisor Alliance’s Skyward Specialty Insurance SKWD Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-19,387
Closed -$922K – 1051
2025
Q3 		$922K Buy
19,387
+8
+0% +$400 0.02% 458
2025
Q2 		$1.12M Buy
+19,379
New +$1.12M 0.03% 390

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's SKWD Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Skyward Specialty Insurance (SKWD) in Q4 2025, closing a stake of 19,387 shares — an estimated $922K sold.

Independent Advisor Alliance first reported a position in SKWD in Q2 2025 and held it in 2 quarters. The position peaked at $1.12M in Q2 2025. 239 funds tracked by Wall St. Rank hold SKWD as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Skyward Specialty Insurance position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 19,387 Skyward Specialty Insurance shares in Q4 2025, an estimated $922K.
  • Independent Advisor Alliance first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 2 quarters.
  • Independent Advisor Alliance's Skyward Specialty Insurance position peaked at $1.12M in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.