Number of Shares
164,000.00
Current Holdings Value*
$8.68 Mil
% of Portfolio
2.91%
Total Estimate Gain
$4.18 Mil
% of Total Estimate Gain
89.05%

Wasatch Micro Cap Value Fund's Skyward Specialty Insurance Group Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 164,000.00 shares of Skyward Specialty Insurance Group Inc(SKWD), totaling $8.68 Mil. This investment constitutes 2.91% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.41% of the outstanding Skyward Specialty Insurance Group Inc(SKWD) stock.

The initial trade took place in 2023Q1. And since then Wasatch Micro Cap Value Fund has made 6 purchases of SKWD, at an average price of $28.51, for a total of 164,470.00 shares. In addition, there have been 1 sales at an average price of $30.75 for 470.00 shares. Based on historical transaction data and SKWD's current price of $53.96, Wasatch Micro Cap Value Fund's estimated gain on his SKWD holdings is $4.18 Mil, reflecting a 89.05% gain to date.

Wasatch Micro Cap Value Fund SKWD ($53.96) Holding Chart

Wasatch Micro Cap Value Fund SKWD ($53.96) 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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