Moody Aldrich Partners’s Skyward Specialty Insurance SKWD Stock Holding History

Moody Aldrich Partners’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	-135,635	Closed	-$7.84M	–	205
2025 Q2	$7.84M	Sell	135,635 -46,949	-26%	-$2.71M	1.52%	9
2025 Q1	$9.66M	Buy	182,584 +32,077	+21%	+$1.55M	2.02%	5
2024 Q4	$7.61M	Sell	150,507 -4,360	-3%	-$212K	1.41%	12
2024 Q3	$6.31M	Buy	154,867 +62,080	+67%	+$2.4M	1.15%	30
2024 Q2	$3.36M	Sell	92,787 -114,893	-55%	-$4.17M	0.65%	72
2024 Q1	$7.77M	Sell	207,680 -4,873	-2%	-$165K	1.32%	17
2023 Q4	$7.2M	Buy	212,553 +88,333	+71%	+$2.72M	1.3%	19
2023 Q3	$3.4M	Buy	+124,220	New	+$3.09M	0.64%	64

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

Moody Aldrich Partners's SKWD Position: Q3 2025 in Review

Moody Aldrich Partners sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 135,635 shares — an estimated $7.84M sold.

Moody Aldrich Partners first reported a position in SKWD in Q3 2023 and held it in 8 quarters. The position peaked at $9.66M in Q1 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

Moody Aldrich Partners reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
Moody Aldrich Partners sold 135,635 Skyward Specialty Insurance shares in Q3 2025, an estimated $7.84M.
Moody Aldrich Partners first reported a position in Skyward Specialty Insurance in Q3 2023 and held it in 8 quarters.
Moody Aldrich Partners's Skyward Specialty Insurance position peaked at $9.66M in Q1 2025.
224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.