JFG
SKWD icon

Jefferies Financial Group’s Skyward Specialty Insurance SKWD Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-4,155
Closed -$212K – 2157
2025
Q4 		$212K Sell
4,155
-47,845
-92% -$2.3M ﹤0.01% 1608
2025
Q3 		$2.47M Buy
+52,000
New +$2.6M 0.01% 571
2025
Q2 		– Sell
-4,588
Closed -$243K – 1750
2025
Q1 		$243K Buy
+4,588
New +$221K ﹤0.01% 1310

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jefferies Financial Group's SKWD Position: Q1 2026 in Review

Jefferies Financial Group sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 4,155 shares — an estimated $212K sold.

Jefferies Financial Group first reported a position in SKWD in Q1 2025 and held it in 3 quarters. The position peaked at $2.47M in Q3 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Jefferies Financial Group reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 4,155 Skyward Specialty Insurance shares in Q1 2026, an estimated $212K.
  • Jefferies Financial Group first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Skyward Specialty Insurance position peaked at $2.47M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.