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Venturi Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-92
Closed -$4.65K – 1606
2024
Q4 		$4.65K Buy
+92
New +$4.47K ﹤0.01% 1694

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Venturi Wealth Management's SKWD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q1 2025, closing a stake of 92 shares — an estimated $4.65K sold.

Venturi Wealth Management first reported a position in SKWD in Q4 2024 and held it in 1 quarter. The position peaked at $4.65K in Q4 2024. 243 funds tracked by Wall St. Rank hold SKWD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Skyward Specialty Insurance position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 92 Skyward Specialty Insurance shares in Q1 2025, an estimated $4.65K.
  • Venturi Wealth Management first reported a position in Skyward Specialty Insurance in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Skyward Specialty Insurance position peaked at $4.65K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.