MassMutual Private Wealth & Trust’s AMERISAFE AMSF Stock Holding History

MassMutual Private Wealth & Trust’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	$3.52K	Sell	104 -180	-63%	-$5.69K	﹤0.01%	1809
2026 Q1	$9.47K	Buy	284 +148	+109%	+$5.34K	﹤0.01%	1391
2025 Q4	$5.22K	Buy	136 +59	+77%	+$2.38K	﹤0.01%	1660
2025 Q3	$3.38K	Buy	77 +71	+1,183%	+$3.18K	﹤0.01%	1822
2025 Q2	$262	Sell	6 -10	-63%	-$471	﹤0.01%	2290
2025 Q1	$841	Buy	+16	New	+$811	﹤0.01%	2161
2024 Q1	–	Sell	-19	Closed	-$889	–	2043
2023 Q4	$889	Sell	19 -186	-91%	-$9.28K	﹤0.01%	1702
2023 Q3	$10.3K	Buy	205 +5	+3%	+$262	﹤0.01%	996
2023 Q2	$10.7K	Buy	+200	New	+$10.7K	﹤0.01%	946

Other funds holding AMSF

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's AMSF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its AMERISAFE (AMSF) stake by 63% in Q2 2026, selling an estimated $5.69K and leaving 104 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

MassMutual Private Wealth & Trust first reported a position in AMSF in Q2 2023 and has held it in 9 quarters since. The position peaked at $10.7K in Q2 2023. 47 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

MassMutual Private Wealth & Trust held 104 shares of AMERISAFE worth $3.52K as of Q2 2026.
MassMutual Private Wealth & Trust sold 180 AMERISAFE shares in Q2 2026, an estimated $5.69K.
AMERISAFE made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1809 holding.
MassMutual Private Wealth & Trust first reported a position in AMERISAFE in Q2 2023 and has held it in 9 quarters since.
MassMutual Private Wealth & Trust's AMERISAFE position peaked at $10.7K in Q2 2023.
47 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.