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CIK: 0001365555
Total reported value
$341.9M
$341.9M
15 檔
52.2%
In Q1 2025, Amtrust Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $341.9M, distributed across 15 disclosed stock positions.
In Q1 2025, Amtrust Financial Services, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.72% | +0.22% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.74% | +0.17% | — | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 9.29% | -0.22% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 5.68% | +0.03% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.70% | -0.17% | — | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.34% | -0.14% | — | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.09% | -0.11% | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.14% | -0.18% | — | |
| 9 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | Bond | 1.10% | — | -74.88% | |
| 10 | LMND | Lemonade Inc | Stock-Financials | 0.86% | -0.35% | — | |
| 11 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.85% | -0.05% | EXIT | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.79% | +0.35% | — | |
| 13 | CLPR | Clipper Realty Inc | Stock-Other | 0.43% | +0.02% | — | |
| 14 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | Bond | 0.16% | — | +6.39% | |
| 15 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 4 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 5 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 8 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 9 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | — | NEW | New buy |
| 10 | LMND | Lemonade Inc | — | NEW | New buy |
| 11 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | — | NEW | New buy |
| 12 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 13 | CLPR | Clipper Realty Inc | — | NEW | New buy |
| 14 | ABR 7.5 08-01-25Bond | Arbor Realty Trust Inc | — | NEW | New buy |
| 15 | GEHC | GE Healthcare Technology | — | NEW | New buy |
According to official SEC Form 13F filings, Amtrust Financial Services, Inc. reported a total U.S. public equity portfolio value of $341.9M across 15 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, IGSB) accounted for 52.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $74.1M
During Q1 2025, Amtrust Financial Services, Inc.'s top holdings by market value included IVV (35.7%)、VOO (30.7%)、IGSB (9.3%). The largest single position, IVV, represented 35.7% of total portfolio value.
In Q1 2025, Amtrust Financial Services, Inc. made 15 total portfolio adjustments, initiating 15 new buys, adding to 0 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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