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Integrated Wealth Concepts’s Skyward Specialty Insurance SKWD Stock Holding History

Integrated Wealth Concepts’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
-6,266
Closed -$362K – 2088
2025
Q2 		$362K Sell
6,266
-19
-0.3% -$1.1K ﹤0.01% 1458
2025
Q1 		$332K Buy
6,285
+1,456
+30% +$70.1K ﹤0.01% 1348
2024
Q4 		$244K Buy
+4,829
New +$235K ﹤0.01% 1493

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
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

Integrated Wealth Concepts's SKWD Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 6,266 shares — an estimated $362K sold.

Integrated Wealth Concepts first reported a position in SKWD in Q4 2024 and held it in 3 quarters. The position peaked at $362K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,266 Skyward Specialty Insurance shares in Q3 2025, an estimated $362K.
  • Integrated Wealth Concepts first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 3 quarters.
  • Integrated Wealth Concepts's Skyward Specialty Insurance position peaked at $362K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.