Amtrust Financial Services, Inc.

Est. AUM

$299.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$117.4M	196400	39.15%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$103.2M	158000	34.43%	SOLE
3	ISHARES TR	ISHS 1-5YR INVS	$19.3M	367800	6.45%	SOLE
4	VANGUARD INDEX FDS	LARGE CAP ETF	$13.7M	45800	4.57%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$9.8M	98560	3.26%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$9.1M	270400	3.03%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$6.4M	250600	2.14%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$5.5M	9600	1.85%	SOLE
9	ISHARES TR	RUSSELL 2000 ETF	$5.5M	22200	1.84%	SOLE
10	LEMONADE INC	COM	$3.5M	56644	1.18%	SOLE
11	CIRCLE INTERNET GROUP INC	COM CL A	$2.5M	25994	0.83%	SOLE
12	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.3M	60800	0.78%	SOLE
13	CLIPPER RLTY INC	COM	$700K	231949	0.23%	SOLE
14	CAPITAL SOUTHWEST CORP	NOTE 5.125%11/1	$572K	570000	0.19%	SOLE
15	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$222K	3125	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.