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Orion Portfolio Solutions’s Skyward Specialty Insurance SKWD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$364K Buy
6,880
+919
+15% +$44.3K ﹤0.01% 1545
2024
Q4 		$301K Sell
5,961
-1,334
-18% -$64.8K ﹤0.01% 1558
2024
Q3 		$297K Buy
+7,295
New +$283K ﹤0.01% 1524
2024
Q2 		– Sell
-9,848
Closed -$368K – 1788
2024
Q1 		$368K Sell
9,848
-461
-4% -$15.6K ﹤0.01% 1388
2023
Q4 		$342K Buy
+10,309
New +$317K ﹤0.01% 1358

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Orion Portfolio Solutions's SKWD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Skyward Specialty Insurance (SKWD) stake by 15% in Q1 2025, buying an estimated $44.3K and bringing the position to 6,880 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Orion Portfolio Solutions first reported a position in SKWD in Q4 2023 and has held it in 5 quarters since. The position peaked at $368K in Q1 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

  • Orion Portfolio Solutions held 6,880 shares of Skyward Specialty Insurance worth $364K as of Q1 2025.
  • Orion Portfolio Solutions bought 919 Skyward Specialty Insurance shares in Q1 2025, an estimated $44.3K.
  • Skyward Specialty Insurance made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1545 holding.
  • Orion Portfolio Solutions first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Skyward Specialty Insurance position peaked at $368K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.