Amtrust Financial Services, Inc.
InsurerRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.6%; sector active share 85.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.4% | $335,985,447 |
| Financial Services | 1.4% | $4,692,836 |
| Real Estate | 0.2% | $730,639 |
| Healthcare | 0.1% | $204,281 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 196,400 | $137,648,904 | 40.29% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 158,000 | $121,004,300 | 35.42% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Held | 367,800 | $18,842,394 | 5.52% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Held | 45,800 | $16,114,730 | 4.72% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Held | 98,560 | $9,317,862 | 2.73% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
Held | 270,400 | $8,728,512 | 2.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 9,600 | $7,101,792 | 2.08% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 22,200 | $6,169,158 | 1.81% | |
| SPAB |
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
|
Held | 250,600 | $6,104,616 | 1.79% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 88,500 | $4,189,590 | 1.23% | |
| LMND |
Lemonade, Inc.
Financial Services
|
Held | 56,644 | $2,556,910 | 0.75% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Held | 25,994 | $2,135,926 | 0.63% | |
| CLPR |
Clipper Realty Inc.
Real Estate
|
Held | 231,949 | $730,639 | 0.21% | |
| ILTB |
iShares Core 10+ Year USD Bond ETF
|
NEW | 5,943 | $266,543 | 0.08% | |
| IGLB |
iShares 10+ Year Investment Grade Corporate Bond ETF
|
NEW | 5,624 | $256,791 | 0.08% | |
| BLV |
VANGUARD LONG-TERM BOND INDEX FUND
|
NEW | 3,830 | $240,255 | 0.07% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 3,125 | $204,281 | 0.06% | |
|
|
NEW | 3,959 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.