Latest Amtrust Financial Services, Inc. Stock Portfolio
$336Million | No. of Holdings #14
Amtrust Financial Services, Inc. Performance
2026 Q2+12.02%
YTD+7.82%
2025+13.21%
About Amtrust Financial Services, Inc. and 13F Hedge Fund Stock Holdings
On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Amtrust Financial Services, Inc. reported an equity portfolio of $336.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Amtrust Financial Services, Inc. are VB, IJR, AAXJ. The fund has invested 40.1% of it's portfolio in VANGUARD INDEX FDS and 35.2% of portfolio in ISHARES TR. <br><br> The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF.
Amtrust Financial Services, Inc. Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$336Million
as of Jul 29, 2026Amtrust Financial Services, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Amtrust Financial Services, Inc. made a return of 12.02% in the last quarter. In trailing 12 months, it's portfolio return was 17.53%.
- Performance
- S&P 500
New Buys
No new stocks were added by Amtrust Financial Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares bitcoin trust etf | 45.56 |
Additions to existing portfolio by Amtrust Financial Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| capital southwest corp | -70.18 |
Amtrust Financial Services, Inc. reduced stake in above stock
Sold off
None of the stocks were completely sold off by Amtrust Financial Services, Inc.
Sector Distribution
Amtrust Financial Services, Inc. has about 98.7% of it's holdings in Others sector.
- Others
- Financial Services
| Sector | % |
|---|---|
| Others | 98.7 |
| Financial Services | 1.1 |
Market Cap. Distribution
Amtrust Financial Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
| MID-CAP | 1.1 |
Stocks belong to which Index?
About 1.3% of the stocks held by Amtrust Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 98.7 |
| RUSSELL 2000 | 1.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| QQQ | invesco qqq tr | 27.6 % |
| IJR | ishares tr | 21.1 % |
| VB | vanguard index fds | 15.1 % |
| VB | vanguard index fds | 14.9 % |
| IJR | ishares tr | 14.7 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | vanguard index fds | 17.5 M |
| IJR | ishares tr | 15.1 M |
| VB | vanguard index fds | 2.1 M |
| QQQ | invesco qqq tr | 1.5 M |
| IJR | ishares tr | 1.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
circle internet group inc | -34.4 % | |
ishares bitcoin trust etf | -11.5 % | |
ge healthcare technologies i | -10.1 % | |
| CLPR | clipper rlty inc | -9.9 % |
| BIL | spdr series trust | -0.4 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
circle internet group inc | -0.9 M | |
ishares bitcoin trust etf | -0.4 M | |
| CLPR | clipper rlty inc | -0.1 M |
| AAXJ | ishares tr | -0.1 M |
| IJR | ishares tr | 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 98.3% 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.
$336.45MTotal Value
15.00Positions
29 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 5.73% | 367,800 | $19.28M 5.73% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 2.69% | 270,400 | $9.05M 2.69% | 0%unchanged 0 percentunchanged | |
BIL Spdr Series TrustSpdr Series TrustBIL | 1.9% | 250,600 | $6.40M 1.9% | 0%unchanged 0 percentunchanged | |
 Clipper Rlty Inc Clipper Rlty IncCLPR Amtrust Financial Services, Inc.'s holding in Clipper Rlty Inc over time | 0.19% | 231,949 | $630.9K 0.19% | 0%unchanged 0 percentunchanged | |
 Capital Southwest Corp Amtrust Financial Services, Inc.'s holding in Capital Southwest Corp over time | 0.05% | 170,000 | $177.4K 0.05% | 70.18%decreased 70.18 percentreduced | |
 IJR Ishares TrIshares TrIJR | 35.17% | 158,000 | $118.33M 35.17% | 0%unchanged 0 percentunchanged | |
IJR Ishares TrIshares TrIJR | 2.9% | 98,560 | $9.76M 2.9% | 0%unchanged 0 percentunchanged | |
IJR Ishares TrIshares TrIJR | 1.98% | 22,200 | $6.67M 1.98% | 0%unchanged 0 percentunchanged | |
 Lemonade Inc Lemonade IncLMND Amtrust Financial Services, Inc.'s holding in Lemonade Inc over time | 1.09% | 56,644 | $3.68M 1.09% | 0%unchanged 0 percentunchanged | |
 QQQ Invesco Qqq TrInvesco Qqq TrQQQ | 2.1% | 9,600 | $7.07M 2.1% | 0%unchanged 0 percentunchanged | |
 VB Vanguard Index FdsVanguard Index FdsVB | 40.09% | 196,400 | $134.89M 40.09% | 0%unchanged 0 percentunchanged | |
VB Vanguard Index FdsVanguard Index FdsVB | 4.68% | 45,800 | $15.75M 4.68% | 0%unchanged 0 percentunchanged | |
Shs Ben Int Ishares Bitcoin Trust EtfIshares Bitcoin Trust Etf | 0.88% | 88,500 | $2.95M 0.88% | 45.56%increased 45.56 percentadded | |
Com Cl A Circle Internet Group IncCircle Internet Group Inc | 0.48% | 25,994 | $1.63M 0.48% | 0%unchanged 0 percentunchanged | |
Common Stock Ge Healthcare Technologies IGe Healthcare Technologies I | 0.06% | 3,125 | $200.0K 0.06% | 0%unchanged 0 percentunchanged | |