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Twin Peaks Wealth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Twin Peaks Wealth Advisors’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
-1
Closed -$49 – 1784
2025
Q2 		$49 Buy
+1
New +$58 ﹤0.01% 2192

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Twin Peaks Wealth Advisors's SKWD Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 1 share — an estimated $49 sold.

Twin Peaks Wealth Advisors first reported a position in SKWD in Q2 2025 and held it in 1 quarter. The position peaked at $49 in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Skyward Specialty Insurance share in Q3 2025, an estimated $49.
  • Twin Peaks Wealth Advisors first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Skyward Specialty Insurance position peaked at $49 in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.