SSIM
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Sheets Smith Investment Management’s Skyward Specialty Insurance SKWD Stock Holding History

Sheets Smith 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
Q3 		– Sell
-16,091
Closed -$930K – 155
2025
Q2 		$930K Sell
16,091
-1
-0% -$58 0.82% 62
2025
Q1 		$852K Buy
16,092
+2
+0% +$96 0.85% 34
2024
Q4 		$813K Buy
+16,090
New +$781K 0.69% 54

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Sheets Smith Investment Management's SKWD Position: Q3 2025 in Review

Sheets Smith Investment Management sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 16,091 shares — an estimated $930K sold.

Sheets Smith Investment Management first reported a position in SKWD in Q4 2024 and held it in 3 quarters. The position peaked at $930K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Sheets Smith Investment Management reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 16,091 Skyward Specialty Insurance shares in Q3 2025, an estimated $930K.
  • Sheets Smith Investment Management first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 3 quarters.
  • Sheets Smith Investment Management's Skyward Specialty Insurance position peaked at $930K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.