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Penn Capital Management’s Skyward Specialty Insurance SKWD Stock Holding History

Penn Capital 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
2023
Q4 		– Sell
-15,116
Closed -$414K – 163
2023
Q3 		$414K Buy
+15,116
New +$377K 0.04% 134

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CIP
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DCM
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Ameriprise
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Jennison Associates
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American Century Companies
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EA
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Penn Capital Management's SKWD Position: Q4 2023 in Review

Penn Capital Management sold out of Skyward Specialty Insurance (SKWD) in Q4 2023, closing a stake of 15,116 shares — an estimated $414K sold.

Penn Capital Management first reported a position in SKWD in Q3 2023 and held it in 1 quarter. The position peaked at $414K in Q3 2023. 148 funds tracked by Wall St. Rank hold SKWD as of Q4 2023.

  • Penn Capital Management reported no remaining Skyward Specialty Insurance position as of Q4 2023 after selling out during the quarter.
  • Penn Capital Management sold 15,116 Skyward Specialty Insurance shares in Q4 2023, an estimated $414K.
  • Penn Capital Management first reported a position in Skyward Specialty Insurance in Q3 2023 and held it in 1 quarter.
  • Penn Capital Management's Skyward Specialty Insurance position peaked at $414K in Q3 2023.
  • 148 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2023.

Based on Penn Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.