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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
Q3 		$64M Buy
1,211,771
+257,282
+27% +$15.1M 0.48% 68
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 $4.11B AUM 38.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wasatch Advisors's SKWD Position: Q3 2026 in Review

Wasatch Advisors increased its Skyward Specialty Insurance (SKWD) stake by 27% in Q3 2026, buying an estimated $15.1M and bringing the position to 1,211,771 shares worth $64M. The position accounts for 0.48% of the portfolio, ranked #68.

Wasatch Advisors first reported a position in SKWD in Q1 2023 and has held it in 15 quarters since. 7 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

  • Wasatch Advisors held 1,211,771 shares of Skyward Specialty Insurance worth $64M as of Q3 2026.
  • Wasatch Advisors bought 257,282 Skyward Specialty Insurance shares in Q3 2026, an estimated $15.1M.
  • Skyward Specialty Insurance made up 0.48% of Wasatch Advisors's portfolio in Q3 2026, its #68 holding.
  • Wasatch Advisors first reported a position in Skyward Specialty Insurance in Q1 2023 and has held it in 15 quarters since.
  • 7 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.