Physician Wealth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Physician Wealth Advisors’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 Q1	–	Sell	-14	Closed	-$716	–	2216
2025 Q4	$716	Buy	+14	New	+$673	﹤0.01%	1736
2025 Q3	–	Sell	-11	Closed	-$636	–	2040
2025 Q2	$636	Buy	+11	New	+$635	﹤0.01%	1645

Other funds holding SKWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Physician Wealth Advisors's SKWD Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 14 shares — an estimated $716 sold.

Physician Wealth Advisors first reported a position in SKWD in Q2 2025 and held it in 2 quarters. The position peaked at $716 in Q4 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

Physician Wealth Advisors reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 14 Skyward Specialty Insurance shares in Q1 2026, an estimated $716.
Physician Wealth Advisors first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's Skyward Specialty Insurance position peaked at $716 in Q4 2025.
238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.