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Creative Planning SKWD Position History
Skyward Specialty Insurance Group, Inc. • Financial Services
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q3 2025 | $516K |
| Q4 2025 | $1.6M |
| Q1 2026 | $885K |
| Q2 2026 | $29K |
| Q2 2026 | $2.2M |
| Q3 2026 | $39K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 51.7K | — | — |
| Q3 2026 | $39K | 743 | — | — |
| Q2 2026 | $2.2M | 38.3K | — | — |
| Q2 2026 | $29K | 490 | — | — |
| Q1 2026 | $885K | 20.3K | — | — |
| Q4 2025 | $1.6M | 30.4K | — | — |
| Q3 2025 | $516K | 10.9K | — | — |
| Q3 2025 | $5K | 105 | — | — |
Other funds holding SKWD
$168.9M
$152.5M
$123.5M
$121.5M
$76.7M
$68.2M
$68.2M