Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AMERISAFE AMSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMSF Stock Details AMSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$540K Buy
16,207
+2,491
+18% +$89.8K ﹤0.01% 1957
2025
Q4 		$527K Sell
13,716
-6,152
-31% -$248K ﹤0.01% 1883
2025
Q3 		$871K Buy
19,868
+4,018
+25% +$180K ﹤0.01% 1494
2025
Q2 		$693K Sell
15,850
-2,034
-11% -$95.9K ﹤0.01% 1440
2025
Q1 		$940K Sell
17,884
-118
-0.7% -$5.98K ﹤0.01% 1163
2024
Q4 		$928K Sell
18,002
-1,003
-5% -$54.3K ﹤0.01% 1124
2024
Q3 		$919K Buy
19,005
+700
+4% +$33.3K ﹤0.01% 1084
2024
Q2 		$803K Sell
18,305
-482
-3% -$22.1K ﹤0.01% 1014
2024
Q1 		$943K Sell
18,787
-945
-5% -$46.9K ﹤0.01% 882
2023
Q4 		$923K Sell
19,732
-1,781
-8% -$88.9K 0.01% 839
2023
Q3 		$1.08M Sell
21,513
-1,469
-6% -$77.1K 0.01% 715
2023
Q2 		$1.23M Sell
22,982
-1,362
-6% -$72.5K 0.01% 635
2023
Q1 		$1.19M Buy
24,344
+274
+1% +$14.4K 0.01% 612
2022
Q4 		$1.25M Buy
24,070
+740
+3% +$39.2K 0.01% 552
2022
Q3 		$1.09M Sell
23,330
-598
-2% -$28.9K 0.01% 539
2022
Q2 		$1.24M Sell
23,928
-694
-3% -$33.8K 0.01% 513
2022
Q1 		$1.22M Sell
24,622
-2,911
-11% -$149K 0.01% 512
2021
Q4 		$1.48M Buy
+27,533
New +$1.54M 0.01% 498
2021
Q2 		$1.74M Hold
29,168
– – 0.01% 473
2021
Q1 		$1.74M Hold
29,168
– – 0.01% 473
2020
Q4 		$1.74M Hold
29,168
– – 0.01% 473
2020
Q3 		$1.74M Hold
29,168
– – 0.01% 473
2020
Q2 		$1.74M Hold
29,168
– – 0.01% 473
2020
Q1 		$1.74M Hold
29,168
– – 0.01% 473
2019
Q4 		$1.74M Hold
29,168
– – 0.01% 473
2019
Q3 		$1.74M Hold
29,168
– – 0.01% 473
2019
Q2 		$1.74M Hold
29,168
– – 0.01% 473
2019
Q1 		$1.74M Buy
+29,168
New +$1.73M 0.01% 473

Other funds holding AMSF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMSF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AMERISAFE (AMSF) stake by 18% in Q1 2026, buying an estimated $89.8K and bringing the position to 16,207 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Carson Wealth (CWM LLC) first reported a position in AMSF in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.74M in Q2 2021. 182 funds tracked by Wall St. Rank hold AMSF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,207 shares of AMERISAFE worth $540K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,491 AMERISAFE shares in Q1 2026, an estimated $89.8K.
  • AMERISAFE made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1957 holding.
  • Carson Wealth (CWM LLC) first reported a position in AMERISAFE in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s AMERISAFE position peaked at $1.74M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held AMERISAFE as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.