WCM Investment Management
SKWD icon

WCM Investment Management’s Skyward Specialty Insurance SKWD Stock Holding History

WCM Investment 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
Q1 		$9.03M Sell
206,443
-117,262
-36% -$5.33M 0.02% 159
2025
Q4 		$16.8M Sell
323,705
-62,951
-16% -$3.03M 0.03% 111
2025
Q3 		$18.2M Sell
386,656
-53,204
-12% -$2.66M 0.04% 103
2025
Q2 		$25M Sell
439,860
-5,152
-1% -$297K 0.06% 71
2025
Q1 		$23.4M Buy
445,012
+83,623
+23% +$4.03M 0.06% 65
2024
Q4 		$18.1M Buy
+361,389
New +$17.5M 0.04% 104

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
Invesco
Invesco Atlanta, Georgia $1.02T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WCM Investment Management's SKWD Position: Q1 2026 in Review

WCM Investment Management reduced its Skyward Specialty Insurance (SKWD) stake by 36% in Q1 2026, selling an estimated $5.33M and leaving 206,443 shares worth $9.03M. The position accounts for 0.02% of the portfolio, ranked #159.

WCM Investment Management first reported a position in SKWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $25M in Q2 2025. 238 funds tracked by Wall St. Rank hold SKWD as of Q1 2026.

  • WCM Investment Management held 206,443 shares of Skyward Specialty Insurance worth $9.03M as of Q1 2026.
  • WCM Investment Management sold 117,262 Skyward Specialty Insurance shares in Q1 2026, an estimated $5.33M.
  • Skyward Specialty Insurance made up 0.02% of WCM Investment Management's portfolio in Q1 2026, its #159 holding.
  • WCM Investment Management first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 6 quarters since.
  • WCM Investment Management's Skyward Specialty Insurance position peaked at $25M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.