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Principal Securities’s Skyward Specialty Insurance SKWD Stock Holding History

Principal Securities’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
Q3 		– Sell
-38
Closed -$2.2K – 3833
2025
Q2 		$2.2K Buy
38
+12
+46% +$692 ﹤0.01% 3114
2025
Q1 		$1.31K Hold
26
– – ﹤0.01% 3149
2024
Q4 		$1.31K Hold
26
– – ﹤0.01% 3143
2024
Q3 		$1.06K Buy
26
+13
+100% +$504 ﹤0.01% 3125
2024
Q2 		$470 Sell
13
-21
-62% -$762 ﹤0.01% 3212
2024
Q1 		$1.27K Hold
34
– – ﹤0.01% 2987
2023
Q4 		$1.15K Buy
+34
New +$1.04K ﹤0.01% 2923

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Principal Securities's SKWD Position: Q3 2025 in Review

Principal Securities sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 38 shares — an estimated $2.2K sold.

Principal Securities first reported a position in SKWD in Q4 2023 and held it in 7 quarters. The position peaked at $2.2K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Principal Securities reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 38 Skyward Specialty Insurance shares in Q3 2025, an estimated $2.2K.
  • Principal Securities first reported a position in Skyward Specialty Insurance in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Skyward Specialty Insurance position peaked at $2.2K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.