Skyward Specialty Insurance Group, Inc.

• AH Andrew Hill Investment Advisors Q4 2025 Client Letter ↗ Andrew Hill Investment Advisors harvested stock profits into laddered high-grade bonds, held gold, and positioned portfolios underweight equities relative to targets. It expects AI leadership to shift from infrastructure builders to users, adding First Horizon and Thermo Fisher while restoring Deere and initiating Rivian. fourth quarter 2025 AAPL $5.2TCEG $97BDE $182B +8
• AH Andrew Hill Investment Advisors 2024.Q4 Client Letter ↗ Andrew Hill Investment Advisors reduced equity exposure after appreciation pushed allocations above client policy targets, directing proceeds into high-quality bond ladders. The firm trimmed core technology and utility holdings, increased financial exposure through Goldman Sachs, and added Johnson & Johnson and United Therapeutics while monitoring tariff, immigration and inflation risks. 2024.Q4 AAPL $5.2TAMZN $2.9TANET $249B +8

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