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Systematic Financial Management’s Skyward Specialty Insurance SKWD Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-10,584
Closed -$431K – 317
2024
Q3 		$431K Buy
+10,584
New +$410K 0.01% 283

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Systematic Financial Management's SKWD Position: Q4 2024 in Review

Systematic Financial Management sold out of Skyward Specialty Insurance (SKWD) in Q4 2024, closing a stake of 10,584 shares — an estimated $431K sold.

Systematic Financial Management first reported a position in SKWD in Q3 2024 and held it in 1 quarter. The position peaked at $431K in Q3 2024. 212 funds tracked by Wall St. Rank hold SKWD as of Q4 2024.

  • Systematic Financial Management reported no remaining Skyward Specialty Insurance position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 10,584 Skyward Specialty Insurance shares in Q4 2024, an estimated $431K.
  • Systematic Financial Management first reported a position in Skyward Specialty Insurance in Q3 2024 and held it in 1 quarter.
  • Systematic Financial Management's Skyward Specialty Insurance position peaked at $431K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.