Root Financial Partners
SKWD icon

Root Financial Partners’s Skyward Specialty Insurance SKWD Stock Holding History

Root Financial Partners’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
Q3 		$317 Buy
+6
New +$351 ﹤0.01% 3388
2026
Q2 		– Sell
-4
Closed -$175 – 2716
2026
Q1 		$175 Buy
+4
New +$182 ﹤0.01% 3181

Other funds holding SKWD

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Root Financial Partners's SKWD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Skyward Specialty Insurance (SKWD) in Q3 2026: 6 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #3388 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SKWD as recently as Q1 2026.

Root Financial Partners first reported a position in SKWD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

  • Root Financial Partners held 6 shares of Skyward Specialty Insurance worth $317 as of Q3 2026.
  • Skyward Specialty Insurance was a new Root Financial Partners position in Q3 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3388 holding.
  • Root Financial Partners first reported a position in Skyward Specialty Insurance in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.