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Pinnacle Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Pinnacle Wealth 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
2025
Q2 		– Sell
-15,489
Closed -$820K – 60
2025
Q1 		$820K Buy
+15,489
New +$746K 0.92% 18

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pinnacle Wealth Management's SKWD Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q2 2025, closing a stake of 15,489 shares — an estimated $820K sold.

Pinnacle Wealth Management first reported a position in SKWD in Q1 2025 and held it in 1 quarter. The position peaked at $820K in Q1 2025. 254 funds tracked by Wall St. Rank hold SKWD as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Skyward Specialty Insurance position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 15,489 Skyward Specialty Insurance shares in Q2 2025, an estimated $820K.
  • Pinnacle Wealth Management first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Skyward Specialty Insurance position peaked at $820K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.