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CIK: 0001365555
Total reported value
$336.4M
$336.4M
14 檔
54.4%
As reported in its official Q3 2024 Form 13F filing, Amtrust Financial Services, Inc.'s tracked investment portfolio stood at $336.4M with 14 total positions.
In Q3 2024, Amtrust Financial Services, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, IGSB) accounted for 54.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.05% | +0.74% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.16% | +0.94% | — | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 8.93% | -0.72% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 5.56% | +0.11% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.60% | -0.36% | — | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.20% | -0.34% | — | |
| 7 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | Bond | 4.08% | — | — | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.02% | -0.24% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.26% | +0.14% | — | |
| 10 | CLPR | Clipper Realty Inc | Stock-Other | 0.61% | -0.04% | — | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.58% | +0.10% | — | |
| 12 | LMND | Lemonade Inc | Stock-Financials | 0.43% | -0.08% | — | |
| 13 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | Bond | 0.37% | — | +50.38% | |
| 14 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.14% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLPR | Clipper Realty Inc | +0.2% | — | Unchanged |
| 2 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | +0.1% | +50.38% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 4 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | 0% | — | Unchanged |
| 5 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 6 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 7 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 8 | IBIT | Ishares Bitcoin Trust ETF | — | — | Unchanged |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 10 | LMND | Lemonade Inc | 0% | — | Unchanged |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | 0% | — | Unchanged |
| 12 | AGG | Ishares Core U.s. Aggregate | -0.1% | — | Unchanged |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | — | Unchanged |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | — | Unchanged |
According to official SEC Form 13F filings, Amtrust Financial Services, Inc. reported a total U.S. public equity portfolio value of $336.4M across 14 disclosed positions in Q3 2024.
During Q3 2024, Amtrust Financial Services, Inc.'s top holdings by market value included IVV (35.0%)、VOO (30.2%)、IGSB (8.9%). The largest single position, IVV, represented 35.0% of total portfolio value.
In Q3 2024, Amtrust Financial Services, Inc. made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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