Rockefeller Capital Management’s Skyward Specialty Insurance SKWD Stock Holding History

Rockefeller Capital Management’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	$12.2M	Buy	278,680 +5,701	+2%	+$259K	0.02%	605
2025 Q4	$14M	Sell	272,979 -157,102	-37%	-$7.55M	0.03%	543
2025 Q3	$20.5M	Buy	430,081 +43,312	+11%	+$2.17M	0.04%	411
2025 Q2	$22.4M	Sell	386,769 -47,183	-11%	-$2.72M	0.05%	354
2025 Q1	$23M	Buy	433,952 +169,059	+64%	+$8.14M	0.06%	319
2024 Q4	$13.4M	Sell	264,893 -39,607	-13%	-$1.92M	0.03%	461
2024 Q3	$12.4M	Buy	304,500 +133,855	+78%	+$5.19M	0.03%	479
2024 Q2	$6.17M	Buy	+170,645	New	+$6.19M	0.02%	632

Other funds holding SKWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rockefeller Capital Management's SKWD Position: Q1 2026 in Review

Rockefeller Capital Management increased its Skyward Specialty Insurance (SKWD) stake by 2.1% in Q1 2026, buying an estimated $259K and bringing the position to 278,680 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #605.

Rockefeller Capital Management first reported a position in SKWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $23M in Q1 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

Rockefeller Capital Management held 278,680 shares of Skyward Specialty Insurance worth $12.2M as of Q1 2026.
Rockefeller Capital Management bought 5,701 Skyward Specialty Insurance shares in Q1 2026, an estimated $259K.
Skyward Specialty Insurance made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #605 holding.
Rockefeller Capital Management first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 8 quarters since.
Rockefeller Capital Management's Skyward Specialty Insurance position peaked at $23M in Q1 2025.
238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.