P2P
SKWD icon

Phase 2 Partners’s Skyward Specialty Insurance SKWD Stock Holding History

Phase 2 Partners’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
Q4 		$4.83M Sell
95,500
-43,947
-32% -$2.13M 3.62% 13
2024
Q3 		$5.68M Buy
+139,447
New +$5.4M 3.35% 14

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Phase 2 Partners's SKWD Position: Q4 2024 in Review

Phase 2 Partners reduced its Skyward Specialty Insurance (SKWD) stake by 32% in Q4 2024, selling an estimated $2.13M and leaving 95,500 shares worth $4.83M. The position accounts for 3.62% of the portfolio, ranked #13.

Phase 2 Partners first reported a position in SKWD in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.68M in Q3 2024. 212 funds tracked by Wall St. Rank hold SKWD as of Q4 2024.

  • Phase 2 Partners held 95,500 shares of Skyward Specialty Insurance worth $4.83M as of Q4 2024.
  • Phase 2 Partners sold 43,947 Skyward Specialty Insurance shares in Q4 2024, an estimated $2.13M.
  • Skyward Specialty Insurance made up 3.62% of Phase 2 Partners's portfolio in Q4 2024, its #13 holding.
  • Phase 2 Partners first reported a position in Skyward Specialty Insurance in Q3 2024 and has held it in 2 quarters since.
  • Phase 2 Partners's Skyward Specialty Insurance position peaked at $5.68M in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.