Sandia Investment Management’s Skyward Specialty Insurance SKWD Stock Holding History

Sandia Investment 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
2025 Q1	–	Sell	-1,683	Closed	-$85.1K	–	118
2024 Q4	$85.1K	Sell	1,683 -8,317	-83%	-$404K	0.16%	94
2024 Q3	$407K	Sell	10,000 -7,500	-43%	-$291K	0.65%	39
2024 Q2	$633K	Buy	17,500 +12,500	+250%	+$453K	0.79%	33
2024 Q1	$187K	Sell	5,000 -7,500	-60%	-$254K	0.18%	68
2023 Q4	$424K	Sell	12,500 -2,500	-17%	-$76.9K	0.29%	58
2023 Q3	$410K	Hold	15,000	–	–	0.11%	91
2023 Q2	$381K	Buy	15,000 +10,000	+200%	+$231K	0.08%	102
2023 Q1	$109K	Buy	+5,000	New	+$97.2K	0.02%	167

Other funds holding SKWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Sandia Investment Management's SKWD Position: Q1 2025 in Review

Sandia Investment Management sold out of Skyward Specialty Insurance (SKWD) in Q1 2025, closing a stake of 1,683 shares — an estimated $85.1K sold.

Sandia Investment Management first reported a position in SKWD in Q1 2023 and held it in 8 quarters. The position peaked at $633K in Q2 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

Sandia Investment Management reported no remaining Skyward Specialty Insurance position as of Q1 2025 after selling out during the quarter.
Sandia Investment Management sold 1,683 Skyward Specialty Insurance shares in Q1 2025, an estimated $85.1K.
Sandia Investment Management first reported a position in Skyward Specialty Insurance in Q1 2023 and held it in 8 quarters.
Sandia Investment Management's Skyward Specialty Insurance position peaked at $633K in Q2 2024.
243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.