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Putnam Investments’s Skyward Specialty Insurance SKWD Stock Holding History

Putnam Investments’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
2023
Q4 		$3.44M Sell
101,514
-26,705
-21% -$821K ﹤0.01% 561
2023
Q3 		$3.51M Sell
128,219
-1,600
-1% -$39.9K 0.01% 528
2023
Q2 		$3.3M Buy
+129,819
New +$3M ﹤0.01% 585

Other funds holding SKWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Putnam Investments's SKWD Position: Q4 2023 in Review

Putnam Investments reduced its Skyward Specialty Insurance (SKWD) stake by 21% in Q4 2023, selling an estimated $821K and leaving 101,514 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Putnam Investments first reported a position in SKWD in Q2 2023 and has held it in 3 quarters since. The position peaked at $3.51M in Q3 2023. 148 funds tracked by Wall St. Rank hold SKWD as of Q4 2023.

  • Putnam Investments held 101,514 shares of Skyward Specialty Insurance worth $3.44M as of Q4 2023.
  • Putnam Investments sold 26,705 Skyward Specialty Insurance shares in Q4 2023, an estimated $821K.
  • Skyward Specialty Insurance made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #561 holding.
  • Putnam Investments first reported a position in Skyward Specialty Insurance in Q2 2023 and has held it in 3 quarters since.
  • Putnam Investments's Skyward Specialty Insurance position peaked at $3.51M in Q3 2023.
  • 148 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.