SSG
SKWD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's SKWD Position: Q2 2025 in Review

Summit Securities Group sold out of Skyward Specialty Insurance (SKWD) in Q2 2025, closing a stake of 376 shares — an estimated $19.9K sold.

Summit Securities Group first reported a position in SKWD in Q1 2025 and held it in 1 quarter. The position peaked at $19.9K in Q1 2025. 254 funds tracked by Wall St. Rank hold SKWD as of Q2 2025.

  • Summit Securities Group reported no remaining Skyward Specialty Insurance position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 376 Skyward Specialty Insurance shares in Q2 2025, an estimated $19.9K.
  • Summit Securities Group first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Skyward Specialty Insurance position peaked at $19.9K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.