Osaic Holdings
SKWD icon

Osaic Holdings’s Skyward Specialty Insurance SKWD Stock Holding History

Osaic Holdings’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 		$841K Buy
14,415
+5,947
+70% +$281K ﹤0.01% 3178
2026
Q1 		$370K Buy
8,468
+7,194
+565% +$327K ﹤0.01% 3638
2025
Q4 		$65.1K Buy
1,274
+388
+44% +$18.6K ﹤0.01% 5052
2025
Q3 		$41.8K Sell
886
-576
-39% -$28.8K ﹤0.01% 5427
2025
Q2 		$84.5K Buy
1,462
+855
+141% +$49.3K ﹤0.01% 4645
2025
Q1 		$32.1K Sell
607
-123
-17% -$5.93K ﹤0.01% 5026
2024
Q4 		$36.9K Buy
730
+61
+9% +$2.96K ﹤0.01% 4918
2024
Q3 		$27.2K Buy
669
+310
+86% +$12K ﹤0.01% 5168
2024
Q2 		$13K Sell
359
-141
-28% -$5.11K ﹤0.01% 5621
2024
Q1 		$18.7K Sell
500
-1,421
-74% -$48.1K ﹤0.01% 5408
2023
Q4 		$65.1K Buy
1,921
+694
+57% +$21.3K ﹤0.01% 4724
2023
Q3 		$33.6K Buy
1,227
+1,042
+563% +$26K ﹤0.01% 5254
2023
Q2 		$4.7K Sell
185
-3
-2% -$69 ﹤0.01% 6347
2023
Q1 		$4.11K Buy
+188
New +$3.65K ﹤0.01% 6424

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

Osaic Holdings's SKWD Position: Q2 2026 in Review

Osaic Holdings increased its Skyward Specialty Insurance (SKWD) stake by 70% in Q2 2026, buying an estimated $281K and bringing the position to 14,415 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Osaic Holdings first reported a position in SKWD in Q1 2023 and has held it in 14 quarters since. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Osaic Holdings held 14,415 shares of Skyward Specialty Insurance worth $841K as of Q2 2026.
  • Osaic Holdings bought 5,947 Skyward Specialty Insurance shares in Q2 2026, an estimated $281K.
  • Skyward Specialty Insurance made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3178 holding.
  • Osaic Holdings first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 14 quarters since.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.