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

Raymond James Financial’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
Q1 		$1.3M Sell
29,789
-104,779
-78% -$4.76M ﹤0.01% 3674
2025
Q4 		$6.88M Sell
134,568
-26,797
-17% -$1.29M ﹤0.01% 2266
2025
Q3 		$7.67M Sell
161,365
-11,124
-6% -$556K ﹤0.01% 2127
2025
Q2 		$9.97M Buy
172,489
+16,840
+11% +$971K ﹤0.01% 1869
2025
Q1 		$8.24M Buy
155,649
+92,511
+147% +$4.46M ﹤0.01% 1976
2024
Q4 		$3.19M Buy
+63,138
New +$3.07M ﹤0.01% 2625

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Financial's SKWD Position: Q1 2026 in Review

Raymond James Financial reduced its Skyward Specialty Insurance (SKWD) stake by 78% in Q1 2026, selling an estimated $4.76M and leaving 29,789 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

Raymond James Financial first reported a position in SKWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.97M in Q2 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Raymond James Financial held 29,789 shares of Skyward Specialty Insurance worth $1.3M as of Q1 2026.
  • Raymond James Financial sold 104,779 Skyward Specialty Insurance shares in Q1 2026, an estimated $4.76M.
  • Skyward Specialty Insurance made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3674 holding.
  • Raymond James Financial first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Skyward Specialty Insurance position peaked at $9.97M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.