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Yorktown Management & Research Company’s Skyward Specialty Insurance SKWD Stock Holding History

Yorktown Management & Research Company’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
Q4 		– Sell
-4,450
Closed -$212K – 243
2025
Q3 		$212K Hold
4,450
– – 0.17% 202
2025
Q2 		$257K Buy
+4,450
New +$257K 0.25% 187

Other funds holding SKWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yorktown Management & Research Company's SKWD Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Skyward Specialty Insurance (SKWD) in Q4 2025, closing a stake of 4,450 shares — an estimated $212K sold.

Yorktown Management & Research Company first reported a position in SKWD in Q2 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 239 funds tracked by Wall St. Rank hold SKWD as of Q4 2025.

  • Yorktown Management & Research Company reported no remaining Skyward Specialty Insurance position as of Q4 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,450 Skyward Specialty Insurance shares in Q4 2025, an estimated $212K.
  • Yorktown Management & Research Company first reported a position in Skyward Specialty Insurance in Q2 2025 and held it in 2 quarters.
  • Yorktown Management & Research Company's Skyward Specialty Insurance position peaked at $257K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.