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Equibles

TWO SIGMA INVESTMENTS, LP

Position in AMSF — Amerisafe Inc

CIK 1179392 NEW YORK, NY
Back to AMSF Full portfolio

Position in AMSF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$21,092,091
+$5,252,376 QoQ
Shares Held
623,473
+31.2% QoQ
Ownership
3.36%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 215 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in AMSF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $286,182,570 across 14 Insurance - Specialty names. AMSF ranks #5 (7.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ESNT
Essent Group Ltd.
 940,533 $60,457,461
2 AXS
Axis Capital Holdings Ltd
 542,894 $58,328,531
3 FNF
Fidelity National Financial, Inc.
 863,822 $40,737,845
4 MTG
Mgic Investment Corp
 875,538 $24,690,171
5 AMSF
Amerisafe Inc
This page 		623,473 $21,092,091
6 AGO
Assured Guaranty Ltd
 233,321 $18,703,011
7 NMIH
NMI Holdings, Inc.
 375,727 $15,438,622
8 ITIC
Investors Title Co
 54,453 $14,902,697

All Filings in AMSF

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,092,091 623,473
2026-03-31 $15,839,715 475,239
2025-12-31 $7,591,506 197,644
2025-09-30 $6,328,742 144,360
2025-06-30 $3,523,326 80,570
2025-03-31 $1,320,739 25,133
2024-12-31 $1,983,826 38,491
2024-09-30 $1,680,047 34,762
2024-06-30 $1,370,509 31,226
2024-03-31 $267,054 5,323
2023-12-31 $222,392 4,754
2023-09-30 $1,051,820 21,007
2023-06-30 $1,470,405 27,577
2023-03-31 $1,128,199 23,048
2022-12-31 $835,989 16,086
2022-09-30 $298,651 6,391
2022-06-30 $766,835 14,744
2021-09-30 $2,358,663 41,999
2021-06-30 $1,132,080 18,966
2020-12-31 $423,316 7,371
2020-09-30 $2,286,599 39,864
2020-06-30 $1,133,784 18,538
2020-03-31 $496,225 7,697