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Summit Securities Group’s Skyward Specialty Insurance SKWD Stock Holding History

Summit Securities Group’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 		$19.4K Buy
+333
New +$15.7K ﹤0.01% 721
2025
Q2 		– Sell
-376
Closed -$19.9K – 1399
2025
Q1 		$19.9K Buy
+376
New +$18.1K ﹤0.01% 465

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

Summit Securities Group's SKWD Position: Q2 2026 in Review

Summit Securities Group opened a new position in Skyward Specialty Insurance (SKWD) in Q2 2026: 333 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SKWD as recently as Q1 2025.

Summit Securities Group first reported a position in SKWD in Q1 2025 and has held it in 2 quarters since. The position peaked at $19.9K in Q1 2025. 245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Summit Securities Group held 333 shares of Skyward Specialty Insurance worth $19.4K as of Q2 2026.
  • Skyward Specialty Insurance was a new Summit Securities Group position in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #721 holding.
  • Summit Securities Group first reported a position in Skyward Specialty Insurance in Q1 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Skyward Specialty Insurance position peaked at $19.9K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.