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Clearstead Advisors’s AMERISAFE AMSF Stock Holding History

Clearstead Advisors’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
Q2 		$1.93K Buy
+57
New +$1.8K ﹤0.01% 2492
2026
Q1 		– Sell
-657
Closed -$25.2K – 2273
2025
Q4 		$25.2K Buy
657
+386
+142% +$15.6K ﹤0.01% 1644
2025
Q3 		$11.9K Buy
271
+54
+25% +$2.42K ﹤0.01% 1869
2025
Q2 		$9.49K Sell
217
-58
-21% -$2.73K ﹤0.01% 1909
2025
Q1 		$14.5K Hold
275
– – ﹤0.01% 1507
2024
Q4 		$14.2K Hold
275
– – ﹤0.01% 1487
2024
Q3 		$13.3K Buy
275
+26
+10% +$1.24K ﹤0.01% 1529
2024
Q2 		$10.9K Buy
+249
New +$11.4K ﹤0.01% 1534
2021
Q4 		– Sell
-236
Closed -$13K – 1271
2021
Q3 		$13K Buy
+236
New +$13.5K ﹤0.01% 898

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors's AMSF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AMERISAFE (AMSF) in Q2 2026: 57 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #2492 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AMSF as recently as Q4 2025.

Clearstead Advisors first reported a position in AMSF in Q3 2021 and has held it in 9 quarters since. The position peaked at $25.2K in Q4 2025. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Clearstead Advisors held 57 shares of AMERISAFE worth $1.93K as of Q2 2026.
  • AMERISAFE was a new Clearstead Advisors position in Q2 2026.
  • AMERISAFE made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2492 holding.
  • Clearstead Advisors first reported a position in AMERISAFE in Q3 2021 and has held it in 9 quarters since.
  • Clearstead Advisors's AMERISAFE position peaked at $25.2K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.