Wellington Management Group
SKWD icon

Wellington Management Group’s Skyward Specialty Insurance SKWD Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-73,252
Closed -$4.23M – 2090
2025
Q2 		$4.23M Buy
+73,252
New +$4.23M ﹤0.01% 1415

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RP
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Wellington Management Group's SKWD Position: Q3 2025 in Review

Wellington Management Group sold out of Skyward Specialty Insurance (SKWD) in Q3 2025, closing a stake of 73,252 shares — an estimated $4.23M sold.

Wellington Management Group first reported a position in SKWD in Q2 2025 and held it in 1 quarter. The position peaked at $4.23M in Q2 2025. 224 funds tracked by Wall St. Rank hold SKWD as of Q3 2025.

  • Wellington Management Group reported no remaining Skyward Specialty Insurance position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 73,252 Skyward Specialty Insurance shares in Q3 2025, an estimated $4.23M.
  • Wellington Management Group first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 1 quarter.
  • Wellington Management Group's Skyward Specialty Insurance position peaked at $4.23M in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.