Jones Financial Companies
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Jones Financial Companies’s Skyward Specialty Insurance SKWD Stock Holding History

Jones Financial Companies’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 		$254K Buy
4,295
+1,803
+72% +$85.1K ﹤0.01% 2476
2026
Q1 		$105K Buy
2,492
+2,401
+2,638% +$109K ﹤0.01% 2651
2025
Q4 		$4.65K Sell
91
-110
-55% -$5.29K ﹤0.01% 3536
2025
Q3 		$9.45K Sell
201
-393
-66% -$19.7K ﹤0.01% 3104
2025
Q2 		$33.8K Buy
594
+574
+2,870% +$33.1K ﹤0.01% 2382
2025
Q1 		$1.05K Buy
+20
New +$964 ﹤0.01% 3390

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

Jones Financial Companies's SKWD Position: Q2 2026 in Review

Jones Financial Companies increased its Skyward Specialty Insurance (SKWD) stake by 72% in Q2 2026, buying an estimated $85.1K and bringing the position to 4,295 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Jones Financial Companies first reported a position in SKWD in Q1 2025 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Jones Financial Companies held 4,295 shares of Skyward Specialty Insurance worth $254K as of Q2 2026.
  • Jones Financial Companies bought 1,803 Skyward Specialty Insurance shares in Q2 2026, an estimated $85.1K.
  • Skyward Specialty Insurance made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2476 holding.
  • Jones Financial Companies first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.