Rockefeller Capital Management
SKWD icon

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
Q2 		$12.8M Sell
219,378
-59,302
-21% -$2.8M 0.02% 635
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management's SKWD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Skyward Specialty Insurance (SKWD) stake by 21% in Q2 2026, selling an estimated $2.8M and leaving 219,378 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #635.

Rockefeller Capital Management first reported a position in SKWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $23M in Q1 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Rockefeller Capital Management held 219,378 shares of Skyward Specialty Insurance worth $12.8M as of Q2 2026.
  • Rockefeller Capital Management sold 59,302 Skyward Specialty Insurance shares in Q2 2026, an estimated $2.8M.
  • Skyward Specialty Insurance made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #635 holding.
  • Rockefeller Capital Management first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 9 quarters since.
  • Rockefeller Capital Management's Skyward Specialty Insurance position peaked at $23M in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.