1y return+18.0%S&P 500 +20.9%
3y return+53.8%S&P 500 +68.5%
5y return+35.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $139 against $188 in the S&P 500.2
Amtrust Financial Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $134.9M | 40.1% | |
| IVVIshares Tr | $118.3M | 35.2% | |
| IGSBIshares Tr | $19.3M | 5.7% | |
| VVVanguard Index Fds | $15.8M | 4.7% | |
| AGGIshares Tr | $9.8M | 2.9% | |
| SPIBSpdr Series Trust | $9.0M | 2.7% | |
| QQQInvesco Qqq Tr | $7.1M | 2.1% | |
| IWMIshares Tr | $6.7M | 2.0% | |
| SPABSpdr Series Trust | $6.4M | 1.9% | |
| LMNDLemonade Inc | $3.7M | 1.1% | |
| IBITIshares Bitcoin Trust Etf | $2.9M | 0.9% | +45.6% |
| CRCLCircle Internet Group Inc | $1.6M | 0.5% | |
| CLPRClipper Rlty Inc | $631K | 0.2% | |
| GEHCGe Healthcare Technologies I | $200K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LMNDLemonade Inc | September 30, 2022 | +207.1% | $3.7M |
| VOOVanguard Index Fds | December 31, 2021 | +57.3% | $134.9M |
| IVVIshares Tr | December 31, 2021 | +57.0% | $118.3M |
| VVVanguard Index Fds | December 31, 2021 | +55.6% | $15.8M |
| IWMIshares Tr | December 31, 2021 | +35.1% | $6.7M |
| QQQInvesco Qqq Tr | June 30, 2025 | +33.5% | $7.1M |
| IGSBIshares Tr | December 31, 2020 | −5.0% | $19.3M |
| SPIBSpdr Series Trust | December 31, 2020 | −10.0% | $9.0M |
| AGGIshares Tr | December 31, 2020 | −16.3% | $9.8M |
| SPABSpdr Series Trust | December 31, 2020 | −17.1% | $6.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | −0.6% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Amtrust Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1365555&type=13F-HR&dateb=&owner=include&count=40CIK 1365555
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1365555/000117266126002919/Filed July 29, 2026 · accession 0001172661-26-002919