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Valued Wealth Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Valued 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
2026
Q2 		$1.23K Buy
+21
New +$991 ﹤0.01% 750

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

Valued Wealth Advisors's SKWD Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Skyward Specialty Insurance (SKWD) in Q2 2026: 21 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

245 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Valued Wealth Advisors held 21 shares of Skyward Specialty Insurance worth $1.23K as of Q2 2026.
  • Skyward Specialty Insurance was a new Valued Wealth Advisors position in Q2 2026.
  • Skyward Specialty Insurance made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • 245 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.