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Markel Group’s Skyward Specialty Insurance SKWD Stock Holding History

Markel 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
2023
Q3 		– Sell
-60,064
Closed -$1.53M – 135
2023
Q2 		$1.53M Hold
60,064
– – 0.02% 125
2023
Q1 		$1.31M Buy
+60,064
New +$1.17M 0.02% 126

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Markel Group's SKWD Position: Q3 2023 in Review

Markel Group sold out of Skyward Specialty Insurance (SKWD) in Q3 2023, closing a stake of 60,064 shares — an estimated $1.53M sold.

Markel Group first reported a position in SKWD in Q1 2023 and held it in 2 quarters. The position peaked at $1.53M in Q2 2023. 122 funds tracked by Wall St. Rank hold SKWD as of Q3 2023.

  • Markel Group reported no remaining Skyward Specialty Insurance position as of Q3 2023 after selling out during the quarter.
  • Markel Group sold 60,064 Skyward Specialty Insurance shares in Q3 2023, an estimated $1.53M.
  • Markel Group first reported a position in Skyward Specialty Insurance in Q1 2023 and held it in 2 quarters.
  • Markel Group's Skyward Specialty Insurance position peaked at $1.53M in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2023.

Based on Markel Group's 13F filing for Q3 2023, filed 3 Nov 2023.