Simplex Trading’s Skyward Specialty Insurance SKWD Stock Holding History

Simplex Trading’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	$78.1K	Sell	1,339 -5,287	-80%	-$249K	﹤0.01%	5839
2026 Q1	$289K	Buy	6,626 +6,233	+1,586%	+$283K	﹤0.01%	3864
2025 Q4	$20.1K	Sell	393 -184	-32%	-$8.84K	﹤0.01%	6473
2025 Q3	$27K	Sell	577 -98	-15%	-$4.9K	﹤0.01%	7088
2025 Q2	$39K	Buy	675 +662	+5,092%	+$38.2K	﹤0.01%	6175
2025 Q1	$0	Sell	13 -40	-75%	-$1.93K	﹤0.01%	9573
2024 Q4	$2K	Sell	53 -1,046	-95%	-$50.8K	﹤0.01%	8080
2024 Q3	$44K	Buy	1,099 +1,034	+1,591%	+$40.1K	﹤0.01%	6007
2024 Q2	$2K	Sell	65 -96	-60%	-$3.48K	﹤0.01%	8347
2024 Q1	$6K	Buy	+161	New	+$5.45K	﹤0.01%	7941

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplex Trading's SKWD Position: Q2 2026 in Review

Simplex Trading reduced its Skyward Specialty Insurance (SKWD) stake by 80% in Q2 2026, selling an estimated $249K and leaving 1,339 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5839.

Simplex Trading first reported a position in SKWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $289K in Q1 2026. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

Simplex Trading held 1,339 shares of Skyward Specialty Insurance worth $78.1K as of Q2 2026.
Simplex Trading sold 5,287 Skyward Specialty Insurance shares in Q2 2026, an estimated $249K.
Skyward Specialty Insurance made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5839 holding.
Simplex Trading first reported a position in Skyward Specialty Insurance in Q1 2024 and has held it in 10 quarters since.
Simplex Trading's Skyward Specialty Insurance position peaked at $289K in Q1 2026.
245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.