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Wakefield Asset Management’s Skyward Specialty Insurance SKWD Stock Holding History

Wakefield Asset 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
2026
Q2 		$1.24M Buy
21,247
+315
+2% +$14.9K 0.28% 115
2026
Q1 		$914K Buy
20,932
+211
+1% +$9.58K 0.24% 132
2025
Q4 		$1.06M Buy
20,721
+83
+0.4% +$3.99K 0.29% 116
2025
Q3 		$982K Sell
20,638
-14
-0.1% -$700 0.27% 121
2025
Q2 		$1.19M Sell
20,652
-5,595
-21% -$323K 0.33% 95
2025
Q1 		$1.39M Buy
26,247
+1,496
+6% +$72.1K 0.42% 73
2024
Q4 		$1.25M Sell
24,751
-119
-0.5% -$5.78K 0.42% 69
2024
Q3 		$1.01M Sell
24,870
-299
-1% -$11.6K 0.33% 87
2024
Q2 		$911K Sell
25,169
-284
-1% -$10.3K 0.32% 94
2024
Q1 		$952K Buy
+25,453
New +$861K 0.33% 94

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

Wakefield Asset Management's SKWD Position: Q2 2026 in Review

Wakefield Asset Management increased its Skyward Specialty Insurance (SKWD) stake by 1.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 21,247 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #115.

Wakefield Asset Management first reported a position in SKWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2025. 243 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • Wakefield Asset Management held 21,247 shares of Skyward Specialty Insurance worth $1.24M as of Q2 2026.
  • Wakefield Asset Management bought 315 Skyward Specialty Insurance shares in Q2 2026, an estimated $14.9K.
  • Skyward Specialty Insurance made up 0.28% of Wakefield Asset Management's portfolio in Q2 2026, its #115 holding.
  • Wakefield Asset Management first reported a position in Skyward Specialty Insurance in Q1 2024 and has held it in 10 quarters since.
  • Wakefield Asset Management's Skyward Specialty Insurance position peaked at $1.39M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.