Steward Partners Investment Advisory
SKWD icon

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
Q2 		– Sell
-645
Closed -$28.2K – 4843
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

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Ameriprise
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Westwood Holdings Group
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American Century Companies
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's SKWD Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Skyward Specialty Insurance (SKWD) in Q2 2026, closing a stake of 645 shares — an estimated $28.2K sold.

Steward Partners Investment Advisory first reported a position in SKWD in Q1 2025 and held it in 4 quarters. The position peaked at $108K in Q4 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Skyward Specialty Insurance position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 645 Skyward Specialty Insurance shares in Q2 2026, an estimated $28.2K.
  • Steward Partners Investment Advisory first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Skyward Specialty Insurance position peaked at $108K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.