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Oppenheimer Asset Management’s Skyward Specialty Insurance SKWD Stock Holding History

Oppenheimer Asset 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
2026
Q2 		$1.24M Sell
21,235
-571
-3% -$26.9K 0.01% 694
2026
Q1 		$952K Buy
21,806
+1,874
+9% +$85.1K 0.01% 734
2025
Q4 		$1.02M Buy
19,932
+4,864
+32% +$234K 0.01% 667
2025
Q3 		$717K Buy
15,068
+10,027
+199% +$502K 0.01% 831
2025
Q2 		$291K Buy
5,041
+480
+11% +$27.7K ﹤0.01% 1000
2025
Q1 		$241K Buy
+4,561
New +$220K ﹤0.01% 1014

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer Asset Management's SKWD Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Skyward Specialty Insurance (SKWD) stake by 2.6% in Q2 2026, selling an estimated $26.9K and leaving 21,235 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #694.

Oppenheimer Asset Management first reported a position in SKWD in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Oppenheimer Asset Management held 21,235 shares of Skyward Specialty Insurance worth $1.24M as of Q2 2026.
  • Oppenheimer Asset Management sold 571 Skyward Specialty Insurance shares in Q2 2026, an estimated $26.9K.
  • Skyward Specialty Insurance made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #694 holding.
  • Oppenheimer Asset Management first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.