Raymond James Financial Services Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Raymond James Financial Services Advisors’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	–	Sell	-9,407	Closed	-$340K	–	3550
2024 Q2	$340K	Sell	9,407 -1,104	-11%	-$40K	﹤0.01%	2799
2024 Q1	$393K	Sell	10,511 -9,782	-48%	-$331K	﹤0.01%	2688
2023 Q4	$688K	Buy	+20,293	New	+$624K	﹤0.01%	2215

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's SKWD Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Skyward Specialty Insurance (SKWD) in Q3 2024, closing a stake of 9,407 shares — an estimated $340K sold.

Raymond James Financial Services Advisors first reported a position in SKWD in Q4 2023 and held it in 3 quarters. The position peaked at $688K in Q4 2023. 195 funds tracked by Wall St. Rank hold SKWD as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Skyward Specialty Insurance position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 9,407 Skyward Specialty Insurance shares in Q3 2024, an estimated $340K.
Raymond James Financial Services Advisors first reported a position in Skyward Specialty Insurance in Q4 2023 and held it in 3 quarters.
Raymond James Financial Services Advisors's Skyward Specialty Insurance position peaked at $688K in Q4 2023.
195 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.