Amtrust Financial Services, Inc.

New York, NY · CIK 1365555 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$336.4m reported value +12.2% vs Q1 2026

15positions

98.3%in top 10

0 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	196,400	$134.9m40.09%	40.09%	Unchanged
2	ISHARES TR CORE S&P500 ETF IVV	IVV	158,000	$118.3m35.17%	35.17%	Unchanged
3	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	367,800	$19.3m5.73%	5.73%	Unchanged
4	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	45,800	$15.8m4.68%	4.68%	Unchanged
5	ISHARES TR CORE US AGGBD ET AGG	AGG	98,560	$9.8m2.90%	2.90%	Unchanged
6	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	270,400	$9.0m2.69%	2.69%	Unchanged
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	9,600	$7.1m2.10%	2.10%	Unchanged
8	ISHARES TR RUSSELL 2000 ETF IWM	IWM	22,200	$6.7m1.98%	1.98%	Unchanged
9	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	250,600	$6.4m1.90%	1.90%	Unchanged
10	LEMONADE INC COM LMND	LMND	56,644	$3.7m1.10%	1.10%	Unchanged
11	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	88,500	$2.9m0.88%	0.88%	Added +27.7k	+27,700 45.6%
12	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	25,994	$1.6m0.48%	0.48%	Unchanged
13	CLIPPER RLTY INC COM CLPR	CLPR	231,949	$630.9k0.19%	0.19%	Unchanged
14	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	3,125	$200.0k0.06%	0.06%	Unchanged
15	CAPITAL SOUTHWEST CORP NOTE 5.125%11/1 · principal CSWC 5.125 11.15.29 · principal	CSWC 5.125 11.15.29	170,000	$177.4k0.05%	0.05%	Reduced -400.0k	-400,000 -70.2%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
KESTREL GROUP LTD KG · 13D · filed 2025-05-30	KG	11.2%≈ $8.7m	new	13D	2025-05-30