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
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

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RP
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Invesco
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T. Rowe Price Associates
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
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PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return