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Steward Partners Investment Advisory’s Skyward Specialty Insurance SKWD Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$28.2K Sell
645
-1,465
-69% -$66.5K ﹤0.01% 3079
2025
Q4 		$108K Buy
+2,110
New +$101K ﹤0.01% 2250
2025
Q3 		– Sell
-1,400
Closed -$80.9K – 4376
2025
Q2 		$80.9K Sell
1,400
-607
-30% -$35K ﹤0.01% 2231
2025
Q1 		$106K Buy
+2,007
New +$96.7K ﹤0.01% 1978

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Partners Investment Advisory's SKWD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Skyward Specialty Insurance (SKWD) stake by 69% in Q1 2026, selling an estimated $66.5K and leaving 645 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Steward Partners Investment Advisory first reported a position in SKWD in Q1 2025 and has held it in 4 quarters since. The position peaked at $108K in Q4 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • Steward Partners Investment Advisory held 645 shares of Skyward Specialty Insurance worth $28.2K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,465 Skyward Specialty Insurance shares in Q1 2026, an estimated $66.5K.
  • Skyward Specialty Insurance made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3079 holding.
  • Steward Partners Investment Advisory first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Skyward Specialty Insurance position peaked at $108K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.