PTC
SKWD icon

Private Trust Company’s Skyward Specialty Insurance SKWD Stock Holding History

Private Trust Company’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
Q2 		$4.84K Hold
83
– – ﹤0.01% 2294
2026
Q1 		$3.63K Sell
83
-97
-54% -$4.41K ﹤0.01% 2271
2025
Q4 		$9.2K Sell
180
-143
-44% -$6.87K ﹤0.01% 1964
2025
Q3 		$15.4K Buy
323
+3
+0.9% +$150 ﹤0.01% 1746
2025
Q2 		$18.5K Hold
320
– – ﹤0.01% 1603
2025
Q1 		$16.9K Hold
320
– – ﹤0.01% 1623
2024
Q4 		$16.2K Hold
320
– – ﹤0.01% 1562
2024
Q3 		$13K Sell
320
-33
-9% -$1.28K ﹤0.01% 1629
2024
Q2 		$12.8K Sell
353
-19
-5% -$689 ﹤0.01% 1609
2024
Q1 		$13.9K Hold
372
– – ﹤0.01% 1547
2023
Q4 		$12.6K Buy
+372
New +$11.4K ﹤0.01% 1564

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Trust Company's SKWD Position: Q2 2026 in Review

Private Trust Company held its Skyward Specialty Insurance (SKWD) position steady in Q2 2026 at 83 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Private Trust Company first reported a position in SKWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.5K in Q2 2025. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Private Trust Company held 83 shares of Skyward Specialty Insurance worth $4.84K as of Q2 2026.
  • Private Trust Company left its Skyward Specialty Insurance share count unchanged in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2294 holding.
  • Private Trust Company first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 11 quarters since.
  • Private Trust Company's Skyward Specialty Insurance position peaked at $18.5K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.