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Amtrust Financial Services, Inc.

Q1 2026 · 13F-HR

Amtrust Financial Services, Inc.holdings as filed

Filed 2026-05-15 · accession 0001172661-26-002255

$299.8M
Reported value
15
Positions
2026-03-31
Period end
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The Brief · Amtrust Financial Services, Inc. · Q1 2026

AI · grounded in 13F

Amtrust Financial Services, Inc. reduced its position in Circle Internet Group Inc CRCL by 79.91%. The fund also trimmed its holding in Capital Southwest Corp CSWC 5.125 11/15/29 by 66.07%. On the buy side, the fund increased its stake in iShares Bitcoin Trust ETF IBIT by 73.71% and added 5.12% more shares of iShares TR IVV.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$117.4M39.2%196,400CommonSOLE
464287200IVVISHARES TR$103.2M34.4%158,000CommonSOLE
464288646IGSBISHARES TR$19.3M6.45%367,800CommonSOLE
922908637VVVANGUARD INDEX FDS$13.7M4.57%45,800CommonSOLE
464287226AGGISHARES TR$9.8M3.26%98,560CommonSOLE
78464A375SPIBSPDR SERIES TRUST$9.1M3.03%270,400CommonSOLE
78464A649SPABSPDR SERIES TRUST$6.4M2.14%250,600CommonSOLE
46090E103QQQINVESCO QQQ TR$5.5M1.85%9,600CommonSOLE
464287655IWMISHARES TR$5.5M1.84%22,200CommonSOLE
52567D107LMNDLEMONADE INC$3.6M1.18%56,644CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$2.5M0.83%25,994CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.3M0.78%60,800CommonSOLE
18885T306CLPRCLIPPER RLTY INC$700,4860.23%231,949CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$571,7100.19%570,000CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$222,4370.07%3,125CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.