Morgan Stanley
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Morgan Stanley’s Skyward Specialty Insurance SKWD Stock Holding History

Morgan Stanley’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
Q2 		$14.1M Buy
241,950
+38,771
+19% +$1.83M ﹤0.01% 3412
2026
Q1 		$8.87M Sell
203,179
-81,634
-29% -$3.71M ﹤0.01% 3662
2025
Q4 		$14.6M Sell
284,813
-98,481
-26% -$4.73M ﹤0.01% 3232
2025
Q3 		$18.2M Sell
383,294
-103,826
-21% -$5.19M ﹤0.01% 2968
2025
Q2 		$28.2M Sell
487,120
-33,422
-6% -$1.93M ﹤0.01% 2474
2025
Q1 		$27.5M Sell
520,542
-56,164
-10% -$2.71M ﹤0.01% 2364
2024
Q4 		$29.1M Sell
576,706
-442,880
-43% -$21.5M ﹤0.01% 2376
2024
Q3 		$41.5M Buy
1,019,586
+201,126
+25% +$7.79M ﹤0.01% 2014
2024
Q2 		$29.6M Sell
818,460
-241,429
-23% -$8.76M ﹤0.01% 2242
2024
Q1 		$39.7M Sell
1,059,889
-551,875
-34% -$18.7M ﹤0.01% 1968
2023
Q4 		$54.6M Buy
1,611,764
+830,565
+106% +$25.5M ﹤0.01% 1639
2023
Q3 		$21.4M Buy
781,199
+734,399
+1,569% +$18.3M ﹤0.01% 2387
2023
Q2 		$1.19M Buy
46,800
+32,915
+237% +$760K ﹤0.01% 4736
2023
Q1 		$304K Buy
+13,885
New +$270K ﹤0.01% 5508

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Morgan Stanley's SKWD Position: Q2 2026 in Review

Morgan Stanley increased its Skyward Specialty Insurance (SKWD) stake by 19% in Q2 2026, buying an estimated $1.83M and bringing the position to 241,950 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Morgan Stanley first reported a position in SKWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $54.6M in Q4 2023. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Morgan Stanley held 241,950 shares of Skyward Specialty Insurance worth $14.1M as of Q2 2026.
  • Morgan Stanley bought 38,771 Skyward Specialty Insurance shares in Q2 2026, an estimated $1.83M.
  • Skyward Specialty Insurance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3412 holding.
  • Morgan Stanley first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 14 quarters since.
  • Morgan Stanley's Skyward Specialty Insurance position peaked at $54.6M in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.