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
2026 Q3	$845	Buy	+16	New	+$937	﹤0.01%	982
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's SKWD Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Skyward Specialty Insurance (SKWD) in Q3 2026: 16 shares worth $845. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SKWD as recently as Q2 2025.

Toth Financial Advisory first reported a position in SKWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.31K in Q2 2025. 6 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

Toth Financial Advisory held 16 shares of Skyward Specialty Insurance worth $845 as of Q3 2026.
Skyward Specialty Insurance was a new Toth Financial Advisory position in Q3 2026.
Skyward Specialty Insurance made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #982 holding.
Toth Financial Advisory first reported a position in Skyward Specialty Insurance in Q4 2023 and has held it in 8 quarters since.
Toth Financial Advisory's Skyward Specialty Insurance position peaked at $2.31K in Q2 2025.
6 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.