Lisanti Capital Growth’s Skyward Specialty Insurance SKWD Stock Holding History

Lisanti Capital Growth’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	-54,190	Closed	-$3.13M	–	135
2025 Q2	$3.13M	Sell	54,190 -32,575	-38%	-$1.88M	0.87%	51
2025 Q1	$4.59M	Buy	86,765 +53,235	+159%	+$2.56M	1.37%	25
2024 Q4	$1.69M	Sell	33,530 -25,280	-43%	-$1.23M	0.41%	88
2024 Q3	$2.4M	Sell	58,810 -44,835	-43%	-$1.74M	0.61%	72
2024 Q2	$3.75M	Sell	103,645 -11,715	-10%	-$425K	0.9%	54
2024 Q1	$4.32M	Sell	115,360 -6,515	-5%	-$220K	1.05%	39
2023 Q4	$4.13M	Sell	121,875 -22,145	-15%	-$681K	0.97%	46
2023 Q3	$3.94M	Sell	144,020 -21,025	-13%	-$524K	0.62%	69
2023 Q2	$4.19M	Buy	+165,045	New	+$3.81M	0.58%	78

Other funds holding SKWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Lisanti Capital Growth's SKWD Position: Q3 2025 in Review

Lisanti Capital Growth sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 54,190 shares — an estimated $3.13M sold.

Lisanti Capital Growth first reported a position in SKWD in Q2 2023 and held it in 9 quarters. The position peaked at $4.59M in Q1 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

Lisanti Capital Growth reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
Lisanti Capital Growth sold 54,190 Skyward Specialty Insurance shares in Q3 2025, an estimated $3.13M.
Lisanti Capital Growth first reported a position in Skyward Specialty Insurance in Q2 2023 and held it in 9 quarters.
Lisanti Capital Growth's Skyward Specialty Insurance position peaked at $4.59M in Q1 2025.
224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Lisanti Capital Growth's 13F filing for Q3 2025, filed 4 Nov 2025.