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LRI Investments’s Skyward Specialty Insurance SKWD Stock Holding History

LRI Investments’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
-3,308
Closed -$169K – 1495
2025
Q4 		$169K Buy
3,308
+2,274
+220% +$109K 0.01% 318
2025
Q3 		$49.2K Sell
1,034
-722
-41% -$36.1K ﹤0.01% 558
2025
Q2 		$101K Buy
1,756
+496
+39% +$28.6K 0.01% 433
2025
Q1 		$66.7K Buy
+1,260
New +$60.7K 0.01% 493

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

LRI Investments's SKWD Position: Q1 2026 in Review

LRI Investments sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 3,308 shares — an estimated $169K sold.

LRI Investments first reported a position in SKWD in Q1 2025 and held it in 4 quarters. The position peaked at $169K in Q4 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • LRI Investments reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 3,308 Skyward Specialty Insurance shares in Q1 2026, an estimated $169K.
  • LRI Investments first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 4 quarters.
  • LRI Investments's Skyward Specialty Insurance position peaked at $169K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.