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CIK: 0001365555
Total reported value
$336.4M
$336.4M
15 檔
78.3%
The Q1 2026 SEC filing reveals that Amtrust Financial Services, Inc. held a total portfolio value of $336.4M, covering 15 public equity positions.
During Q1 2026, Amtrust Financial Services, Inc. performed routine portfolio adjustments (0 new buys, 2 additions, 2 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 39.15% | +0.94% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.43% | +0.74% | +5.12% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.45% | -0.72% | — | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 4.57% | +0.11% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.26% | -0.36% | — | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.03% | -0.34% | — | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.14% | -0.24% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.85% | +0.25% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.84% | +0.14% | — | |
| 10 | LMND | Lemonade Inc | Stock-Financials | 1.18% | -0.08% | — | |
| 11 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.83% | -0.35% | -79.91% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.78% | +0.10% | +73.71% | |
| 13 | CLPR | Clipper Realty Inc | Stock-Other | 0.23% | -0.04% | — | |
| 14 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | Bond | 0.19% | -0.14% | -66.07% | |
| 15 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.07% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +5.12% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | — | Unchanged |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +73.71% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | — | Unchanged |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | — | Unchanged |
| 9 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 10 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 12 | CLPR | Clipper Realty Inc | -0.1% | — | Unchanged |
| 13 | LMND | Lemonade Inc | -0.1% | — | Unchanged |
| 14 | CSWC 5.125 11-15-29Bond | Capital Southwest CORP | -0.3% | -66.07% | Trim |
| 15 | CRCL | Circle Internet Group Inc | -2.4% | -79.91% | Trim |
According to official SEC Form 13F filings, Amtrust Financial Services, Inc. reported a total U.S. public equity portfolio value of $336.4M across 15 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, IGSB) accounted for 78.3% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
CRCL
前期市值: $10.3M
During Q1 2026, Amtrust Financial Services, Inc.'s top holdings by market value included VOO (39.1%)、IVV (34.4%)、IGSB (6.5%). The largest single position, VOO, represented 39.1% of total portfolio value.
In Q1 2026, Amtrust Financial Services, Inc. made 4 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 2 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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