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Moran Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Moran Wealth Management’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
Q4 		– Sell
-11,737
Closed -$558K – 533
2025
Q3 		$558K Buy
11,737
+1,210
+11% +$60.5K 0.02% 392
2025
Q2 		$608K Buy
10,527
+495
+5% +$28.6K 0.02% 376
2025
Q1 		$531K Buy
10,032
+585
+6% +$28.2K 0.02% 376
2024
Q4 		$477K Buy
+9,447
New +$459K 0.02% 376

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moran Wealth Management's SKWD Position: Q4 2025 in Review

Moran Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q4 2025, closing a stake of 11,737 shares — an estimated $558K sold.

Moran Wealth Management first reported a position in SKWD in Q4 2024 and held it in 4 quarters. The position peaked at $608K in Q2 2025. 239 funds tracked by Wall St. Rank hold SKWD as of Q4 2025.

  • Moran Wealth Management reported no remaining Skyward Specialty Insurance position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 11,737 Skyward Specialty Insurance shares in Q4 2025, an estimated $558K.
  • Moran Wealth Management first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 4 quarters.
  • Moran Wealth Management's Skyward Specialty Insurance position peaked at $608K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.