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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

SKWD holding history

Skyward Specialty Insurance Group, Inc. in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SKWD overviewAll 13F holders of SKWDFull Q1 2025 holdings

Shares (Q1 2025)
6,880
Value
$364.1K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2023
Holdings of SKWD by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20256,880$364.1K<0.1%+919+15.4%AddedHolders
Q4 20245,961$301.3K<0.1%−1,334−18.3%ReducedHolders
Q3 20247,295$297.1K<0.1%+7,295NewHolders
Q2 20240$00.0%−9,848−100.0%Sold outHolders
Q1 20249,848$368.4K<0.1%−461−4.5%ReducedHolders
Q4 202310,309$341.6K<0.1%+10,309NewHolders