WA
SKWD icon

Wasatch Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Wasatch 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 		$55.7M Buy
954,489
+634,708
+198% +$30M 0.36% 81
2026
Q1 		$14M Buy
319,781
+63,399
+25% +$2.88M 0.09% 119
2025
Q4 		$13.1M Sell
256,382
-5,802
-2% -$279K 0.08% 140
2025
Q3 		$12.5M Buy
262,184
+21,814
+9% +$1.09M 0.07% 146
2025
Q2 		$13.9M Sell
240,370
-84,229
-26% -$4.86M 0.07% 142
2025
Q1 		$17.2M Buy
324,599
+40,771
+14% +$1.96M 0.1% 133
2024
Q4 		$14.3M Sell
283,828
-8,347
-3% -$405K 0.07% 146
2024
Q3 		$11.9M Buy
292,175
+15,681
+6% +$607K 0.06% 147
2024
Q2 		$10M Hold
276,494
– – 0.05% 153
2024
Q1 		$10.3M Buy
276,494
+15,407
+6% +$521K 0.05% 160
2023
Q4 		$8.85M Buy
261,087
+5,068
+2% +$156K 0.05% 160
2023
Q3 		$7M Buy
256,019
+70,182
+38% +$1.75M 0.04% 172
2023
Q2 		$4.72M Buy
185,837
+73,435
+65% +$1.7M 0.03% 209
2023
Q1 		$2.46M Buy
+112,402
New +$2.18M 0.02% 232

Other funds holding SKWD

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return