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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
Q2 		– Sell
-4
Closed -$175 – 2716
2026
Q1 		$175 Buy
+4
New +$182 ﹤0.01% 3181

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Root Financial Partners's SKWD Position: Q2 2026 in Review

Root Financial Partners sold out of Skyward Specialty Insurance (SKWD) in Q2 2026, closing a stake of 4 shares — an estimated $175 sold.

Root Financial Partners first reported a position in SKWD in Q1 2026 and held it in 1 quarter. The position peaked at $175 in Q1 2026. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Root Financial Partners reported no remaining Skyward Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Skyward Specialty Insurance shares in Q2 2026, an estimated $175.
  • Root Financial Partners first reported a position in Skyward Specialty Insurance in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Skyward Specialty Insurance position peaked at $175 in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.