Latest Amtrust Financial Services, Inc. Stock Portfolio

Amtrust Financial Services, Inc. Performance:

2025 Q4: 2%YTD: 13.21%2024: 17.42%

Performance for 2025 Q4 is 2%, and YTD is 13.21%, and 2024 is 17.42%.

About Amtrust Financial Services, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Amtrust Financial Services, Inc. reported an equity portfolio of $315.6 Millions as of 31 Dec, 2025.

The top stock holdings of Amtrust Financial Services, Inc. are VB, IJR, AAXJ. The fund has invested 39% of it's portfolio in VANGUARD INDEX FDS and 32.6% of portfolio in ISHARES TR.

Amtrust Financial Services, Inc. opened new stock positions in CIRCLE INTERNET GROUP INC.

Amtrust Financial Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Amtrust Financial Services, Inc. made a return of 2% in the last quarter. In trailing 12 months, it's portfolio return was 13.21%.

Performance
S&P 500

New Buys

Ticker	$ Bought
circle internet group inc	10,259,700

New stocks bought by Amtrust Financial Services, Inc.

Additions

No additions were made to existing positions by Amtrust Financial Services, Inc.

Reductions

None of the existing positions were reduced by Amtrust Financial Services, Inc.

Sold off

Ticker	$ Sold
new mtn fin corp	-1,509,510

Amtrust Financial Services, Inc. got rid off the above stocks

Sector Distribution

Amtrust Financial Services, Inc. has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4
Financial Services	1.3

Market Cap. Distribution

Amtrust Financial Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.4
SMALL-CAP	1.3

Stocks belong to which Index?

About 1.6% of the stocks held by Amtrust Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.4
RUSSELL 2000	1.6

Top 5 Winners (%)		%
LMND	lemonade inc	33.0 %
	ge healthcare technologies i	9.2 %
QQQ	invesco qqq tr	2.6 %
VB	vanguard index fds	2.4 %
IJR	ishares tr	2.3 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.9 M
IJR	ishares tr	2.4 M
LMND	lemonade inc	1.0 M
VB	vanguard index fds	0.3 M
QQQ	invesco qqq tr	0.1 M

Top 5 Losers (%)		%
	ishares bitcoin trust etf	-23.6 %
BIL	spdr series trust	-0.4 %
IJR	ishares tr	-0.4 %
AAXJ	ishares tr	-0.3 %
BIL	spdr series trust	-0.2 %

Top 5 Losers ($)		$
	ishares bitcoin trust etf	-0.5 M
AAXJ	ishares tr	-0.1 M
IJR	ishares tr	0.0 M
BIL	spdr series trust	0.0 M
BIL	spdr series trust	0.0 M

Amtrust Financial Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Amtrust Financial Services, Inc.

Amtrust Financial Services, Inc. has 14 stocks in it's portfolio. About 97.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Amtrust Financial Services, Inc. last quarter.

Last Reported on: 22 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	6.16	367,800	19,449,300	unchanged	0.00

BIL	spdr series trust	2.90	270,400	9,142,220	unchanged	0.00

BIL	spdr series trust	2.04	250,600	6,452,950	unchanged	0.00

CLPR	clipper rlty inc	0.28	231,949	886,045	unchanged	0.00

CSWC	capital southwest corp	0.53	1,680,000	1,666,560	unchanged	0.00

IJR	ishares tr	32.62	150,300	102,946,000	unchanged	0.00

IJR	ishares tr	3.12	98,560	9,844,170	unchanged	0.00

IJR	ishares tr	1.73	22,200	5,464,750	unchanged	0.00

LMND	lemonade inc	1.28	56,644	4,031,920	unchanged	0.00

NMFC	new mtn fin corp	0.00	0.00	0.00	sold off	-100

QQQ	invesco qqq tr	1.87	9,600	5,897,380	unchanged	0.00

VB	vanguard index fds	39.02	196,400	123,168,000	unchanged	0.00

VB	vanguard index fds	4.57	45,800	14,417,800	unchanged	0.00

	circle internet group inc	3.25	129,378	10,259,700	new

	ishares bitcoin trust etf	0.55	35,000	1,737,750	unchanged	0.00

	ge healthcare technologies i	0.08	3,125	256,312	unchanged	0.00