True Wealth Design’s Skyward Specialty Insurance SKWD Stock Holding History

True Wealth Design’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 Q1	–	Sell	-13	Closed	-$665	–	2811
2025 Q4	$665	Buy	+13	New	+$625	﹤0.01%	1855
2025 Q3	–	Sell	-4	Closed	-$232	–	2867
2025 Q2	$232	Hold	4	–	–	﹤0.01%	2025
2025 Q1	$212	Buy	+4	New	+$193	﹤0.01%	1927

Other funds holding SKWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's SKWD Position: Q1 2026 in Review

True Wealth Design sold out of Skyward Specialty Insurance (SKWD) in Q1 2026, closing a stake of 13 shares — an estimated $665 sold.

True Wealth Design first reported a position in SKWD in Q1 2025 and held it in 3 quarters. The position peaked at $665 in Q4 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

True Wealth Design reported no remaining Skyward Specialty Insurance position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 13 Skyward Specialty Insurance shares in Q1 2026, an estimated $665.
True Wealth Design first reported a position in Skyward Specialty Insurance in Q1 2025 and held it in 3 quarters.
True Wealth Design's Skyward Specialty Insurance position peaked at $665 in Q4 2025.
238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.