Pathstone Holdings’s Skyward Specialty Insurance SKWD Stock Holding History

Pathstone 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	$2.24M	Buy	38,310 +3,813	+11%	+$180K	0.01%	1053
2026 Q1	$1.51M	Sell	34,497 -1,153	-3%	-$52.4K	0.01%	1191
2025 Q4	$1.82M	Buy	35,650 +13,175	+59%	+$633K	0.01%	1077
2025 Q3	$1.07M	Sell	22,475 -6,449	-22%	-$323K	﹤0.01%	1385
2025 Q2	$1.67M	Buy	28,924 +14,090	+95%	+$813K	0.01%	1103
2025 Q1	$785K	Buy	14,834 +8,743	+144%	+$421K	﹤0.01%	1503
2024 Q4	$308K	Buy	+6,091	New	+$296K	﹤0.01%	1956

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's SKWD Position: Q2 2026 in Review

Pathstone Holdings increased its Skyward Specialty Insurance (SKWD) stake by 11% in Q2 2026, buying an estimated $180K and bringing the position to 38,310 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #1053.

Pathstone Holdings first reported a position in SKWD in Q4 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

Pathstone Holdings held 38,310 shares of Skyward Specialty Insurance worth $2.24M as of Q2 2026.
Pathstone Holdings bought 3,813 Skyward Specialty Insurance shares in Q2 2026, an estimated $180K.
Skyward Specialty Insurance made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1053 holding.
Pathstone Holdings first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

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