Creative Planning
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Creative Planning’s AMERISAFE AMSF Stock Holding History

Creative Planning’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 		$6.11M Buy
180,616
+135,848
+303% +$4.3M ﹤0.01% 1249
2026
Q1 		$1.49M Sell
44,768
-5,914
-12% -$213K ﹤0.01% 2140
2025
Q4 		$1.95M Sell
50,682
-22,241
-30% -$897K ﹤0.01% 1746
2025
Q3 		$3.2M Buy
72,923
+33,250
+84% +$1.49M ﹤0.01% 1176
2025
Q2 		$1.73M Buy
39,673
+19,527
+97% +$920K ﹤0.01% 1432
2025
Q1 		$1.06M Buy
20,146
+2,916
+17% +$148K ﹤0.01% 1673
2024
Q4 		$888K Buy
17,230
+1,449
+9% +$78.4K ﹤0.01% 1732
2024
Q3 		$763K Buy
15,781
+7,615
+93% +$362K ﹤0.01% 1742
2024
Q2 		$358K Buy
8,166
+3,175
+64% +$146K ﹤0.01% 2213
2024
Q1 		$250K Buy
+4,991
New +$248K ﹤0.01% 2400
2023
Q3 		– Sell
-4,612
Closed -$246K – 2913
2023
Q2 		$246K Buy
4,612
+485
+12% +$25.8K ﹤0.01% 2063
2023
Q1 		$202K Buy
+4,127
New +$216K ﹤0.01% 2119
2017
Q3 		– Sell
-42
Closed -$2K – 1958
2017
Q2 		$2K Hold
42
– – ﹤0.01% 4278
2017
Q1 		$3K Sell
42
-1,000
-96% -$64.3K ﹤0.01% 4130
2016
Q4 		$65K Buy
1,042
+577
+124% +$35K ﹤0.01% 2179
2016
Q3 		$27K Buy
465
+66
+17% +$3.92K ﹤0.01% 2824
2016
Q2 		$24K Buy
399
+319
+399% +$18.2K ﹤0.01% 2653
2016
Q1 		$4K Buy
80
+15
+23% +$756 ﹤0.01% 3669
2015
Q4 		$3K Sell
65
-17
-21% -$892 ﹤0.01% 3878
2015
Q3 		$4K Buy
+82
New +$3.96K ﹤0.01% 3692
2014
Q3 		– Sell
-200
Closed -$8K – 3983
2014
Q2 		$8K Buy
+200
New +$7.96K ﹤0.01% 2978

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

Creative Planning's AMSF Position: Q2 2026 in Review

Creative Planning increased its AMERISAFE (AMSF) stake by 303% in Q2 2026, buying an estimated $4.3M and bringing the position to 180,616 shares worth $6.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Creative Planning first reported a position in AMSF in Q2 2014 and has held it in 21 quarters since. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Creative Planning held 180,616 shares of AMERISAFE worth $6.11M as of Q2 2026.
  • Creative Planning bought 135,848 AMERISAFE shares in Q2 2026, an estimated $4.3M.
  • AMERISAFE made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1249 holding.
  • Creative Planning first reported a position in AMERISAFE in Q2 2014 and has held it in 21 quarters since.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.