HAP
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Harbor Asset Planning’s AMERISAFE AMSF Stock Holding History

Harbor Asset 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 		$70.7K Hold
2,089
– – 0.05% 181
2026
Q1 		$69.6K Hold
2,089
– – 0.06% 174
2025
Q4 		$80.2K Sell
2,089
-500
-19% -$20.2K 0.07% 151
2025
Q3 		$114K Hold
2,589
– – 0.1% 123
2025
Q2 		$113K Buy
+2,589
New +$122K 0.11% 121

Other funds holding AMSF

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Harbor Asset Planning's AMSF Position: Q2 2026 in Review

Harbor Asset Planning held its AMERISAFE (AMSF) position steady in Q2 2026 at 2,089 shares worth $70.7K. The position accounts for 0.05% of the portfolio, ranked #181.

Harbor Asset Planning first reported a position in AMSF in Q2 2025 and has held it in 5 quarters since. The position peaked at $114K in Q3 2025. 36 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • Harbor Asset Planning held 2,089 shares of AMERISAFE worth $70.7K as of Q2 2026.
  • Harbor Asset Planning left its AMERISAFE share count unchanged in Q2 2026.
  • AMERISAFE made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #181 holding.
  • Harbor Asset Planning first reported a position in AMERISAFE in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's AMERISAFE position peaked at $114K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.