Principal Financial Group
SKWD icon

Principal Financial Group’s Skyward Specialty Insurance SKWD Stock Holding History

Principal Financial Group’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
-90,459
Closed -$4.62M – 2279
2025
Q4 		$4.62M Buy
90,459
+31,115
+52% +$1.5M ﹤0.01% 1647
2025
Q3 		$2.82M Sell
59,344
-17,665
-23% -$884K ﹤0.01% 1757
2025
Q2 		$4.45M Sell
77,009
-15,789
-17% -$911K ﹤0.01% 1611
2025
Q1 		$4.91M Buy
92,798
+13,635
+17% +$657K ﹤0.01% 1579
2024
Q4 		$4M Sell
79,163
-24,942
-24% -$1.21M ﹤0.01% 1657
2024
Q3 		$4.24M Buy
104,105
+34,612
+50% +$1.34M ﹤0.01% 1614
2024
Q2 		$2.51M Buy
69,493
+24,804
+56% +$900K ﹤0.01% 1729
2024
Q1 		$1.67M Buy
+44,689
New +$1.51M ﹤0.01% 1802

Other funds holding SKWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return