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 $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group's SKWD Position: Q1 2026 in Review

Principal Financial Group sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 90,459 shares — an estimated $4.62M sold.

Principal Financial Group first reported a position in SKWD in Q1 2024 and held it in 8 quarters. The position peaked at $4.91M in Q1 2025. 239 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Principal Financial Group reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 90,459 Skyward Specialty Insurance shares in Q1 2026, an estimated $4.62M.
  • Principal Financial Group first reported a position in Skyward Specialty Insurance in Q1 2024 and held it in 8 quarters.
  • Principal Financial Group's Skyward Specialty Insurance position peaked at $4.91M in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.