BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Skyward Specialty Insurance SKWD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-13	Closed	-$759	–	2437
2026 Q2	$759	Hold	13	–	–	﹤0.01%	2249
2026 Q1	$568	Hold	13	–	–	﹤0.01%	2323
2025 Q4	$664	Hold	13	–	–	﹤0.01%	2384
2025 Q3	$618	Sell	13 -147	-92%	-$7.35K	﹤0.01%	2292
2025 Q2	$9.25K	Hold	160	–	–	﹤0.01%	1568
2025 Q1	$8.47K	Hold	160	–	–	﹤0.01%	1598
2024 Q4	$8.09K	Hold	160	–	–	﹤0.01%	1541
2024 Q3	$6.52K	Buy	+160	New	+$6.2K	﹤0.01%	1669

Other funds holding SKWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SKWD Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Skyward Specialty Insurance (SKWD) in Q3 2026, closing a stake of 13 shares — an estimated $759 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SKWD in Q3 2024 and held it in 8 quarters. The position peaked at $9.25K in Q2 2025. 183 funds tracked by Wall St. Rank hold SKWD as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Skyward Specialty Insurance position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 13 Skyward Specialty Insurance shares in Q3 2026, an estimated $759.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Skyward Specialty Insurance in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Skyward Specialty Insurance position peaked at $9.25K in Q2 2025.
183 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.