Financial Consulate’s AMERISAFE AMSF Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-11	Closed	-$483	–	1349
2025 Q3	$483	Buy	+11	New	+$493	﹤0.01%	1019

Other funds holding AMSF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's AMSF Position: Q4 2025 in Review

Financial Consulate sold out of AMERISAFE (AMSF) in Q4 2025, closing a stake of 11 shares — an estimated $483 sold.

Financial Consulate first reported a position in AMSF in Q3 2025 and held it in 1 quarter. The position peaked at $483 in Q3 2025. 190 funds tracked by Wall St. Rank hold AMSF as of Q4 2025.

Financial Consulate reported no remaining AMERISAFE position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 11 AMERISAFE shares in Q4 2025, an estimated $483.
Financial Consulate first reported a position in AMERISAFE in Q3 2025 and held it in 1 quarter.
Financial Consulate's AMERISAFE position peaked at $483 in Q3 2025.
190 funds tracked by Wall St. Rank held AMERISAFE as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.