Position in AMSF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$739,388
+$302,232 QoQ
Shares Held
21,856
+66.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 36 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMSF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,751,341 across 14 Insurance - Specialty names. AMSF ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
995,124 | $28,062,496 | |
| 2 | RDN |
Radian Group Inc
|
514,791 | $19,392,176 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
72,746 | $7,815,830 | |
| 4 | FNF |
Fidelity National Financial, Inc.
|
76,701 | $3,617,219 | |
| 5 | AGO |
Assured Guaranty Ltd
|
38,335 | $3,072,933 | |
| 6 | FAF |
First American Financial Corp
|
23,216 | $1,592,385 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
27,960 | $1,148,876 | |
| 8 | ESNT |
Essent Group Ltd.
|
16,113 | $1,035,743 |
All Filings in AMSF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,388 | 21,856 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $437,156 | 13,116 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||