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

Sheets Smith Wealth 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
-6,887
Closed -$398K – 424
2025
Q2 		$398K Hold
6,887
– – 0.05% 309
2025
Q1 		$364K Sell
6,887
-37
-0.5% -$1.78K 0.05% 285
2024
Q4 		$350K Hold
6,924
– – 0.04% 302
2024
Q3 		$282K Hold
6,924
– – 0.03% 320
2024
Q2 		$251K Buy
+6,924
New +$251K 0.03% 336

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 $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 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 Wealth Management's SKWD Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 6,887 shares — an estimated $398K sold.

Sheets Smith Wealth Management first reported a position in SKWD in Q2 2024 and held it in 5 quarters. The position peaked at $398K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,887 Skyward Specialty Insurance shares in Q3 2025, an estimated $398K.
  • Sheets Smith Wealth Management first reported a position in Skyward Specialty Insurance in Q2 2024 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Skyward Specialty Insurance position peaked at $398K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.