Y-Intercept (HK)’s Skyward Specialty Insurance SKWD Stock Holding History

Y-Intercept (HK)’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	$336K	Buy	+6,368	New	+$373K	0.01%	1381
2026 Q2	–	Sell	-25,016	Closed	-$1.09M	–	2125
2026 Q1	$1.09M	Sell	25,016 -19,075	-43%	-$866K	0.02%	995
2025 Q4	$2.25M	Sell	44,091 -10,293	-19%	-$495K	0.05%	574
2025 Q3	$2.59M	Buy	54,384 +43,666	+407%	+$2.18M	0.06%	470
2025 Q2	$619K	Buy	+10,718	New	+$618K	0.02%	1129
2025 Q1	–	Sell	-17,417	Closed	-$880K	–	1570
2024 Q4	$880K	Buy	+17,417	New	+$846K	0.06%	476

Other funds holding SKWD

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Y-Intercept (HK)'s SKWD Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Skyward Specialty Insurance (SKWD) in Q3 2026: 6,368 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SKWD as recently as Q1 2026.

Y-Intercept (HK) first reported a position in SKWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q3 2025. 50 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

Y-Intercept (HK) held 6,368 shares of Skyward Specialty Insurance worth $336K as of Q3 2026.
Skyward Specialty Insurance was a new Y-Intercept (HK) position in Q3 2026.
Skyward Specialty Insurance made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1381 holding.
Y-Intercept (HK) first reported a position in Skyward Specialty Insurance in Q4 2024 and has held it in 6 quarters since.
Y-Intercept (HK)'s Skyward Specialty Insurance position peaked at $2.59M in Q3 2025.
50 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.