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EverSource Wealth Advisors’s AMERISAFE AMSF Stock Holding History

EverSource Wealth 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 		$78.2K Buy
2,311
+363
+19% +$11.5K ﹤0.01% 1515
2026
Q1 		$64.9K Sell
1,948
-181
-9% -$6.53K ﹤0.01% 1706
2025
Q4 		$81.8K Buy
2,129
+1,434
+206% +$57.8K ﹤0.01% 1424
2025
Q3 		$30.5K Buy
695
+148
+27% +$6.64K ﹤0.01% 2042
2025
Q2 		$23.9K Buy
547
+498
+1,016% +$23.5K ﹤0.01% 2163
2025
Q1 		$2.58K Buy
49
+20
+69% +$1.01K ﹤0.01% 2809
2024
Q4 		$1.5K Buy
+29
New +$1.57K ﹤0.01% 2828
2024
Q2 		– Sell
-11
Closed -$502 – 3064
2024
Q1 		$502 Buy
+11
New +$546 ﹤0.01% 2721
2023
Q4 		– Sell
-101
Closed -$5.06K – 2642
2023
Q3 		$5.06K Hold
101
– – ﹤0.01% 1711
2023
Q2 		$5.38K Hold
101
– – ﹤0.01% 1703
2023
Q1 		$4.94K Hold
101
– – ﹤0.01% 1648
2022
Q4 		$5.25K Hold
101
– – ﹤0.01% 1580
2022
Q3 		$5K Hold
101
– – ﹤0.01% 1341
2022
Q2 		$5K Buy
+101
New +$4.92K ﹤0.01% 1236

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

EverSource Wealth Advisors's AMSF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AMERISAFE (AMSF) stake by 19% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,311 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

EverSource Wealth Advisors first reported a position in AMSF in Q2 2022 and has held it in 14 quarters since. The position peaked at $81.8K in Q4 2025. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • EverSource Wealth Advisors held 2,311 shares of AMERISAFE worth $78.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 363 AMERISAFE shares in Q2 2026, an estimated $11.5K.
  • AMERISAFE made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1515 holding.
  • EverSource Wealth Advisors first reported a position in AMERISAFE in Q2 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's AMERISAFE position peaked at $81.8K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.