Latest Amtrust Financial Services, Inc. Stock Portfolio
$299Million– No. of Holdings #14
Amtrust Financial Services, Inc. Performance:
2026 Q1: -3.75%YTD: -3.75%2025: 13.21%
Performance for 2026 Q1 is -3.75%, and YTD is -3.75%, and 2025 is 13.21%.
About Amtrust Financial Services, Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Amtrust Financial Services, Inc. reported an equity portfolio of $299.8 Millions as of 31 Mar, 2026.
The top stock holdings of Amtrust Financial Services, Inc. are VB, IJR, AAXJ. The fund has invested 39.1% of it's portfolio in VANGUARD INDEX FDS and 34.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in CIRCLE INTERNET GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF and ISHARES TR (IJR).
The top stock holdings of Amtrust Financial Services, Inc. are VB, IJR, AAXJ. The fund has invested 39.1% of it's portfolio in VANGUARD INDEX FDS and 34.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in CIRCLE INTERNET GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF and ISHARES TR (IJR).
Amtrust Financial Services, Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026
Amtrust Financial Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Amtrust Financial Services, Inc. made a return of -3.75% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares bitcoin trust etf | 73.71 |
| ishares tr | 5.12 |
Additions to existing portfolio by Amtrust Financial Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| circle internet group inc | -79.91 |
| capital southwest corp | -66.07 |
Amtrust Financial Services, Inc. reduced stake in above stock
Sold off
Sector Distribution
Amtrust Financial Services, Inc. has about 98.6% of it's holdings in Others sector.
- Others
- Financial Services
| Sector | % |
|---|---|
| Others | 98.6 |
| Financial Services | 1.2 |
Market Cap. Distribution
Amtrust Financial Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 98.6 |
| MID-CAP | 1.2 |
Stocks belong to which Index?
About 1.4% of the stocks held by Amtrust Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 98.6 |
| RUSSELL 2000 | 1.4 |
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 97.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for Amtrust Financial Services, Inc. last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 6.45 | 367,800 | 19,331,600 | unchanged | 0.00 | ||
| BIL | spdr series trust | 3.02 | 270,400 | 9,069,220 | unchanged | 0.00 | ||
| BIL | spdr series trust | 2.14 | 250,600 | 6,420,370 | unchanged | 0.00 | ||
| CLPR | clipper rlty inc | 0.23 | 231,949 | 700,486 | unchanged | 0.00 | ||
| CSWC | capital southwest corp | 0.19 | 570,000 | 571,710 | reduced | -66.07 | ||
| IJR | ishares tr | 34.43 | 158,000 | 103,207,000 | added | 5.12 | ||
| IJR | ishares tr | 3.26 | 98,560 | 9,784,050 | unchanged | 0.00 | ||
| IJR | ishares tr | 1.84 | 22,200 | 5,505,600 | unchanged | 0.00 | ||
| LMND | lemonade inc | 1.18 | 56,644 | 3,550,450 | unchanged | 0.00 | ||
| QQQ | invesco qqq tr | 1.85 | 9,600 | 5,540,930 | unchanged | 0.00 | ||
| VB | vanguard index fds | 39.15 | 196,400 | 117,359,000 | unchanged | 0.00 | ||
| VB | vanguard index fds | 4.57 | 45,800 | 13,687,300 | unchanged | 0.00 | ||
| circle internet group inc | 0.83 | 25,994 | 2,480,090 | reduced | -79.91 | |||
| ishares bitcoin trust etf | 0.78 | 60,800 | 2,335,940 | added | 73.71 | |||
| ge healthcare technologies i | 0.07 | 3,125 | 222,437 | unchanged | 0.00 | |||