Institutional
Amtrust Financial Services, Inc.
CIK 0001365555
$299.8M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $117.4M | 39.15% | — | HELD |
| 2 | IVV | ISHARES TR | $103.2M | 34.43% | +7,700 | +5.1% |
| 3 | IGSB | ISHARES TR | $19.3M | 6.45% | — | HELD |
| 4 | VV | VANGUARD INDEX FDS | $13.7M | 4.57% | — | HELD |
| 5 | AGG | ISHARES TR | $9.8M | 3.26% | — | HELD |
| 6 | SPIB | SPDR SERIES TRUST | $9.1M | 3.03% | — | HELD |
| 7 | SPAB | SPDR SERIES TRUST | $6.4M | 2.14% | — | HELD |
| 8 | QQQ | INVESCO QQQ TR | $5.5M | 1.85% | — | HELD |
| 9 | IWM | ISHARES TR | $5.5M | 1.84% | — | HELD |
| 10 | LMND | LEMONADE INC | $3.6M | 1.18% | — | HELD |
| 11 | CRCL | CIRCLE INTERNET GROUP INC | $2.5M | 0.83% | -103,384 | -79.9% |
| 12 | IBIT | ISHARES BITCOIN TRUST ETF | $2.3M | 0.78% | +25,800 | +73.7% |
| 13 | CLPR | CLIPPER RLTY INC | $700K | 0.23% | — | HELD |
| 14 | CSWC 5.125 11/15/29 | CAPITAL SOUTHWEST CORP | $572K | 0.19% | -1,110,000 | -66.1% |
| 15 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $222K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002255. 13F discloses long positions only — shorts, foreign equities, and options are excluded.