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CIK: 0001365555
Total reported value
$341.9M
$341.9M
15 檔
79.0%
In Q4 2025, Amtrust Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $341.9M, distributed across 15 disclosed stock positions.
Amtrust Financial Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.02% | +0.17% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 32.62% | +0.22% | — | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.16% | -0.22% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.57% | +0.03% | — | |
| 5 | CRCL | Circle Internet Group Inc | Stock-Financials | 3.25% | +0.14% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.12% | -0.17% | — | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.90% | -0.14% | — | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.04% | -0.11% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | -0.02% | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.73% | -0.18% | — | |
| 11 | LMND | Lemonade Inc | Stock-Financials | 1.28% | -0.35% | — | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | +0.35% | — | |
| 13 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.53% | -0.05% | EXIT | |
| 14 | CLPR | Clipper Realty Inc | Stock-Other | 0.28% | +0.02% | — | |
| 15 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMND | Lemonade Inc | +0.3% | — | Unchanged |
| 2 | GEHC | GE Healthcare Technology | — | — | Unchanged |
| 3 | CLPR | Clipper Realty Inc | 0% | — | Unchanged |
| 4 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | 0% | — | Unchanged |
| 5 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 6 | IWM | Ishares Russell 2000 ETF | -0.1% | — | Unchanged |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | — | Unchanged |
| 8 | VV | Vanguard Large-cap ETF | -0.1% | — | Unchanged |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | — | Unchanged |
| 10 | AGG | Ishares Core U.s. Aggregate | -0.2% | — | Unchanged |
| 11 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | — | Unchanged |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | — | Unchanged |
| 13 | IVV | Ishares Core S&p 500 ETF | -0.8% | — | Unchanged |
| 14 | VOO | Vanguard S&p 500 ETF | -1% | — | Unchanged |
| 15 | CRCL | Circle Internet Group Inc | — | NEW | New buy |
| 16 | NMFC 7.5 10-15-25Bond | New Mountain Finance Cor | — | EXIT | Sold out |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, IGSB) accounted for 79.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CRCL
市值: $10.3M
Top Position Liquidated / Trimmed
NMFC 7.5 10-15-25
前期市值: $1.5M
During Q4 2025, Amtrust Financial Services, Inc.'s top holdings by market value included VOO (39.0%)、IVV (32.6%)、IGSB (6.2%). The largest single position, VOO, represented 39.0% of total portfolio value.
In Q4 2025, Amtrust Financial Services, Inc. made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 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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