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ORG Wealth Partners’s Skyward Specialty Insurance SKWD Stock Holding History

ORG Wealth 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
-2,273
Closed -$128K – 701
2025
Q2 		$128K Hold
2,273
– – 0.03% 214
2025
Q1 		$123K Buy
2,273
+1,057
+87% +$50.9K 0.04% 231
2024
Q4 		$61.5K Buy
+1,216
New +$59.1K 0.02% 237

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RP
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Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ORG Wealth Partners's SKWD Position: Q3 2025 in Review

ORG Wealth Partners sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 2,273 shares — an estimated $128K sold.

ORG Wealth Partners first reported a position in SKWD in Q4 2024 and held it in 3 quarters. The position peaked at $128K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • ORG Wealth Partners reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 2,273 Skyward Specialty Insurance shares in Q3 2025, an estimated $128K.
  • ORG Wealth Partners first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 3 quarters.
  • ORG Wealth Partners's Skyward Specialty Insurance position peaked at $128K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.