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Rothschild Investment LLC’s Skyward Specialty Insurance SKWD Stock Holding History

Rothschild Investment LLC’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 		$6.54K Buy
112
+3
+3% +$142 ﹤0.01% 2131
2026
Q1 		$4.76K Buy
109
+63
+137% +$2.86K ﹤0.01% 2079
2025
Q4 		$2.35K Buy
46
+1
+2% +$48 ﹤0.01% 2285
2025
Q3 		$2.14K Sell
45
-40
-47% -$2K ﹤0.01% 2186
2025
Q2 		$4.91K Buy
85
+25
+42% +$1.44K ﹤0.01% 1521
2025
Q1 		$3.17K Buy
60
+20
+50% +$964 ﹤0.01% 1652
2024
Q4 		$2.02K Buy
40
+5
+14% +$243 ﹤0.01% 1797
2024
Q3 		$1.43K Buy
35
+25
+250% +$968 ﹤0.01% 1917
2024
Q2 		$362 Buy
10
+5
+100% +$181 ﹤0.01% 2204
2024
Q1 		$187 Buy
+5
New +$169 ﹤0.01% 1774

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's SKWD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Skyward Specialty Insurance (SKWD) stake by 2.8% in Q2 2026, buying an estimated $142 and bringing the position to 112 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Rothschild Investment LLC first reported a position in SKWD in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Rothschild Investment LLC held 112 shares of Skyward Specialty Insurance worth $6.54K as of Q2 2026.
  • Rothschild Investment LLC bought 3 Skyward Specialty Insurance shares in Q2 2026, an estimated $142.
  • Skyward Specialty Insurance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2131 holding.
  • Rothschild Investment LLC first reported a position in Skyward Specialty Insurance in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.