TFA
SKWD icon

Toth Financial Advisory’s Skyward Specialty Insurance SKWD Stock Holding History

Toth Financial 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
2025
Q3 		– Sell
-40
Closed -$2.31K – 823
2025
Q2 		$2.31K Hold
40
– – ﹤0.01% 625
2025
Q1 		$2.12K Hold
40
– – ﹤0.01% 600
2024
Q4 		$2.02K Hold
40
– – ﹤0.01% 583
2024
Q3 		$1.63K Hold
40
– – ﹤0.01% 617
2024
Q2 		$1.45K Hold
40
– – ﹤0.01% 654
2024
Q1 		$1.5K Hold
40
– – ﹤0.01% 644
2023
Q4 		$1.36K Buy
+40
New +$1.23K ﹤0.01% 670

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Toth Financial Advisory's SKWD Position: Q3 2025 in Review

Toth Financial Advisory sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 40 shares — an estimated $2.31K sold.

Toth Financial Advisory first reported a position in SKWD in Q4 2023 and held it in 7 quarters. The position peaked at $2.31K in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Toth Financial Advisory reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 40 Skyward Specialty Insurance shares in Q3 2025, an estimated $2.31K.
  • Toth Financial Advisory first reported a position in Skyward Specialty Insurance in Q4 2023 and held it in 7 quarters.
  • Toth Financial Advisory's Skyward Specialty Insurance position peaked at $2.31K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.