Number of Shares
90,309.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
1.47%
Total Estimate Gain
$1.66 Mil
% of Total Estimate Gain
48.52%

Loomis Sayles Small Cap Value Fund's Skyward Specialty Insurance Group Inc Holding Summary

As of 2025-03-31, LOOMIS SAYLES FUNDS I held 90,309.00 shares of Skyward Specialty Insurance Group Inc(SKWD), totaling $4.78 Mil. This investment constitutes 1.47% of their stock portfolio, and LOOMIS SAYLES FUNDS I now holds 0.22% of the outstanding Skyward Specialty Insurance Group Inc(SKWD) stock.

The initial trade took place in 2024Q2. And since then Loomis Sayles Small Cap Value Fund has made 1 purchases of SKWD, at an average price of $36.27, for a total of 94,290.00 shares. In addition, there have been 1 sales at an average price of $48.18 for 3,981.00 shares. Based on historical transaction data and SKWD's current price of $54.12, Loomis Sayles Small Cap Value Fund's estimated gain on his SKWD holdings is $1.66 Mil, reflecting a 48.52% gain to date.

Loomis Sayles Small Cap Value Fund SKWD ($54.12) Holding Chart

Loomis Sayles Small Cap Value Fund SKWD ($54.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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