KAS
SKWD icon

Kestra Advisory Services’s Skyward Specialty Insurance SKWD Stock Holding History

Kestra Advisory Services’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
-1,262
Closed -$64.5K – 4218
2025
Q4 		$64.5K Buy
+1,262
New +$60.7K ﹤0.01% 3776

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Advisory Services's SKWD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 1,262 shares — an estimated $64.5K sold.

Kestra Advisory Services first reported a position in SKWD in Q4 2025 and held it in 1 quarter. The position peaked at $64.5K in Q4 2025. 239 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,262 Skyward Specialty Insurance shares in Q1 2026, an estimated $64.5K.
  • Kestra Advisory Services first reported a position in Skyward Specialty Insurance in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Skyward Specialty Insurance position peaked at $64.5K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.