OQS
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Occudo Quantitative Strategies’s Skyward Specialty Insurance SKWD Stock Holding History

Occudo Quantitative Strategies’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
2024
Q2 		– Sell
-12,714
Closed -$476K – 975
2024
Q1 		$476K Sell
12,714
-15,217
-54% -$515K 0.08% 318
2023
Q4 		$946K Sell
27,931
-41,460
-60% -$1.27M 0.13% 218
2023
Q3 		$1.9M Buy
69,391
+36,653
+112% +$913K 0.25% 106
2023
Q2 		$832K Buy
+32,738
New +$756K 0.09% 389

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Occudo Quantitative Strategies's SKWD Position: Q2 2024 in Review

Occudo Quantitative Strategies sold out of Skyward Specialty Insurance (SKWD) in Q2 2024, closing a stake of 12,714 shares — an estimated $476K sold.

Occudo Quantitative Strategies first reported a position in SKWD in Q2 2023 and held it in 4 quarters. The position peaked at $1.9M in Q3 2023. 167 funds tracked by Wall St. Rank hold SKWD as of Q2 2024.

  • Occudo Quantitative Strategies reported no remaining Skyward Specialty Insurance position as of Q2 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 12,714 Skyward Specialty Insurance shares in Q2 2024, an estimated $476K.
  • Occudo Quantitative Strategies first reported a position in Skyward Specialty Insurance in Q2 2023 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Skyward Specialty Insurance position peaked at $1.9M in Q3 2023.
  • 167 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.