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Raymond James & Associates’s Skyward Specialty Insurance SKWD Stock Holding History

Raymond James & Associates’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
2024
Q3 		$213K Sell
5,228
-6,019
-54% -$233K ﹤0.01% 3611
2024
Q2 		$407K Buy
+11,247
New +$408K ﹤0.01% 3194

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's SKWD Position: Q3 2024 in Review

Raymond James & Associates reduced its Skyward Specialty Insurance (SKWD) stake by 54% in Q3 2024, selling an estimated $233K and leaving 5,228 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3611.

Raymond James & Associates first reported a position in SKWD in Q2 2024 and has held it in 2 quarters since. The position peaked at $407K in Q2 2024. 195 funds tracked by Wall St. Rank hold SKWD as of Q3 2024.

  • Raymond James & Associates held 5,228 shares of Skyward Specialty Insurance worth $213K as of Q3 2024.
  • Raymond James & Associates sold 6,019 Skyward Specialty Insurance shares in Q3 2024, an estimated $233K.
  • Skyward Specialty Insurance made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3611 holding.
  • Raymond James & Associates first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 2 quarters since.
  • Raymond James & Associates's Skyward Specialty Insurance position peaked at $407K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.