PTC
SKWD icon

Petrus Trust Company’s Skyward Specialty Insurance SKWD Stock Holding History

Petrus Trust Company’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
2024
Q3 		– Sell
-7,619
Closed -$276K – 731
2024
Q2 		$276K Buy
+7,619
New +$276K 0.03% 464

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petrus Trust Company's SKWD Position: Q3 2024 in Review

Petrus Trust Company sold out of Skyward Specialty Insurance (SKWD) in Q3 2024, closing a stake of 7,619 shares — an estimated $276K sold.

Petrus Trust Company first reported a position in SKWD in Q2 2024 and held it in 1 quarter. The position peaked at $276K in Q2 2024. 195 funds tracked by Wall St. Rank hold SKWD as of Q3 2024.

  • Petrus Trust Company reported no remaining Skyward Specialty Insurance position as of Q3 2024 after selling out during the quarter.
  • Petrus Trust Company sold 7,619 Skyward Specialty Insurance shares in Q3 2024, an estimated $276K.
  • Petrus Trust Company first reported a position in Skyward Specialty Insurance in Q2 2024 and held it in 1 quarter.
  • Petrus Trust Company's Skyward Specialty Insurance position peaked at $276K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2024.

Based on Petrus Trust Company's 13F filing for Q3 2024, filed 14 Nov 2024.