UBS AM
SKWD icon

UBS AM’s Skyward Specialty Insurance SKWD Stock Holding History

UBS AM’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
Q2 		$3.22M Sell
55,129
-48,271
-47% -$2.28M ﹤0.01% 1838
2026
Q1 		$4.52M Buy
103,400
+53,491
+107% +$2.43M ﹤0.01% 1607
2025
Q4 		$2.55M Buy
49,909
+75
+0.2% +$3.6K ﹤0.01% 1787
2025
Q3 		$2.37M Sell
49,834
-82,752
-62% -$4.14M ﹤0.01% 1679
2025
Q2 		$7.66M Buy
132,586
+32,782
+33% +$1.89M ﹤0.01% 1491
2025
Q1 		$5.28M Buy
99,804
+14,217
+17% +$685K ﹤0.01% 1545
2024
Q4 		$4.33M Buy
85,587
+22,313
+35% +$1.08M ﹤0.01% 1680
2024
Q3 		$2.58M Sell
63,274
-2,230
-3% -$86.4K ﹤0.01% 1916
2024
Q2 		$2.37M Buy
+65,504
New +$2.38M ﹤0.01% 1912

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's SKWD Position: Q2 2026 in Review

UBS AM reduced its Skyward Specialty Insurance (SKWD) stake by 47% in Q2 2026, selling an estimated $2.28M and leaving 55,129 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

UBS AM first reported a position in SKWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.66M in Q2 2025. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • UBS AM held 55,129 shares of Skyward Specialty Insurance worth $3.22M as of Q2 2026.
  • UBS AM sold 48,271 Skyward Specialty Insurance shares in Q2 2026, an estimated $2.28M.
  • Skyward Specialty Insurance made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1838 holding.
  • UBS AM first reported a position in Skyward Specialty Insurance in Q2 2024 and has held it in 9 quarters since.
  • UBS AM's Skyward Specialty Insurance position peaked at $7.66M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.