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

Larson 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 Q2	$78.7K	Buy	1,349 +356	+36%	+$16.8K	﹤0.01%	1310
2026 Q1	$43.4K	Sell	993 -1,149	-54%	-$52.2K	﹤0.01%	1422
2025 Q4	$109K	Buy	2,142 +2,070	+2,875%	+$99.5K	﹤0.01%	903
2025 Q3	$3.42K	Sell	72 -37	-34%	-$1.85K	﹤0.01%	2498
2025 Q2	$6.3K	Buy	109 +38	+54%	+$2.19K	﹤0.01%	1996
2025 Q1	$3.76K	Buy	+71	New	+$3.42K	﹤0.01%	1960

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's SKWD Position: Q2 2026 in Review

Larson Financial Group increased its Skyward Specialty Insurance (SKWD) stake by 36% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,349 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Larson Financial Group first reported a position in SKWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $109K in Q4 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

Larson Financial Group held 1,349 shares of Skyward Specialty Insurance worth $78.7K as of Q2 2026.
Larson Financial Group bought 356 Skyward Specialty Insurance shares in Q2 2026, an estimated $16.8K.
Skyward Specialty Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1310 holding.
Larson Financial Group first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's Skyward Specialty Insurance position peaked at $109K in Q4 2025.
244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

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