Amtrust Financial Services, Inc.
AmTrust Financial Services, Inc. is a multinational insurance holding company headquartered in New York, NY. The firm offers specialty property and casualty insurance products, including workers' compensation, business owner's policy (BOP), general liability, and extended service and warranty coverage. AmTrust serves small businesses, professional and financial services firms, retailers, and manufacturers worldwide. Founded in 1998, AmTrust employs over 700 people and is recognized as a leading provider in the commercial property & casualty and workers' compensation insurance markets.
Investment Strategy
AmTrust Financial specializes in underwriting specialty property and casualty insurance for small- to mid-sized businesses, combining technological innovation, tailored risk management expertise, and enhanced customer service. Their investment approach focuses on diversifying insurance offerings across industries, growing fee-based and MGA businesses, leveraging strategic partnerships, organic growth, and acquisitions. AmTrust emphasizes prudent risk selection, portfolio diversification, and long-term value creation through both insurance and fee income streams.
Latest 13F Filing Activity
Amtrust Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $282M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Invesco QQQ TR among other positions. Amtrust Financial Services, Inc. reduced exposure to Clipper RLTY Inc., Ge Healthcare Technologies I, SPDR Series Trust among others.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 39.58% | $111.6M | 196,400 | $478.28 | $568.03 | +$47.8M |
I IVV | ISHARES TR | 33.11% | $93.3M | 150,300 | $490.76 | $620.90 | +$19.3M |
I IGSB | ISHARES TR | 6.89% | $19.4M | 367,800 | $55.17 | $52.76 | +$143.4K |
V VV | VANGUARD INDEX FDS | 4.64% | $13.1M | 45,800 | $221.02 | $285.30 | +$1.3M |
A AGG | ISHARES TR | 3.47% | $9.8M | 98,560 | $118.19 | $99.20 | +$27.6K |