Simplex Trading
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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 		– Sell
-100
Closed -$4.37K – 10218
2026
Q1 		$4.37K Sell
100
-500
-83% -$22.7K ﹤0.01% 7976
2025
Q4 		$30.7K Buy
+600
New +$28.8K ﹤0.01% 6092
2025
Q2 		– Sell
-100
Closed -$5K – 9647
2025
Q1 		$5K Sell
100
-100
-50% -$4.82K ﹤0.01% 7595
2024
Q4 		$10K Buy
200
+100
+100% +$4.86K ﹤0.01% 7215
2024
Q3 		$4K Hold
100
– – ﹤0.01% 7769
2024
Q2 		$3K Buy
+100
New +$3.63K ﹤0.01% 8160

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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.