UBS Group
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UBS Group’s Skyward Specialty Insurance SKWD Stock Holding History

UBS Group’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 		$4.9M Buy
84,029
+36,918
+78% +$1.74M ﹤0.01% 4181
2026
Q1 		$2.06M Sell
47,111
-187,255
-80% -$8.51M ﹤0.01% 4955
2025
Q4 		$12M Buy
234,366
+72,196
+45% +$3.47M ﹤0.01% 3108
2025
Q3 		$7.71M Buy
162,170
+69,159
+74% +$3.46M ﹤0.01% 3576
2025
Q2 		$5.38M Buy
93,011
+19,919
+27% +$1.15M ﹤0.01% 3800
2025
Q1 		$3.87M Sell
73,092
-100,247
-58% -$4.83M ﹤0.01% 4043
2024
Q4 		$8.76M Buy
173,339
+130,389
+304% +$6.33M ﹤0.01% 3211
2024
Q3 		$1.75M Buy
42,950
+17,790
+71% +$689K ﹤0.01% 4132
2024
Q2 		$910K Sell
25,160
-27,783
-52% -$1.01M ﹤0.01% 4494
2024
Q1 		$1.98M Buy
52,943
+52,135
+6,452% +$1.76M ﹤0.01% 3972
2023
Q4 		$27.4K Buy
+808
New +$24.8K ﹤0.01% 6899
2023
Q3 		– Sell
-7,639
Closed -$194K – 9919
2023
Q2 		$194K Buy
+7,639
New +$176K ﹤0.01% 5498

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 Group's SKWD Position: Q2 2026 in Review

UBS Group increased its Skyward Specialty Insurance (SKWD) stake by 78% in Q2 2026, buying an estimated $1.74M and bringing the position to 84,029 shares worth $4.9M. The position accounts for ﹤0.01% of the portfolio, ranked #4181.

UBS Group first reported a position in SKWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • UBS Group held 84,029 shares of Skyward Specialty Insurance worth $4.9M as of Q2 2026.
  • UBS Group bought 36,918 Skyward Specialty Insurance shares in Q2 2026, an estimated $1.74M.
  • Skyward Specialty Insurance made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4181 holding.
  • UBS Group first reported a position in Skyward Specialty Insurance in Q2 2023 and has held it in 12 quarters since.
  • UBS Group's Skyward Specialty Insurance position peaked at $12M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

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