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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
Q1 		$175 Buy
+4
New +$182 ﹤0.01% 3181

Other funds holding SKWD

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RP
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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 $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
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

Root Financial Partners's SKWD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Skyward Specialty Insurance (SKWD) in Q1 2026: 4 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #3181 among its holdings.

238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Root Financial Partners held 4 shares of Skyward Specialty Insurance worth $175 as of Q1 2026.
  • Skyward Specialty Insurance was a new Root Financial Partners position in Q1 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3181 holding.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.