MassMutual Private Wealth & Trust
AMSF icon

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
Q3 		$4.63K Buy
196
+92
+88% +$2.61K ﹤0.01% 1645
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

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's AMSF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its AMERISAFE (AMSF) stake by 88% in Q3 2026, buying an estimated $2.61K and bringing the position to 196 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

MassMutual Private Wealth & Trust first reported a position in AMSF in Q2 2023 and has held it in 10 quarters since. The position peaked at $10.7K in Q2 2023. 47 funds tracked by Wall St. Rank hold AMSF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 196 shares of AMERISAFE worth $4.63K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 92 AMERISAFE shares in Q3 2026, an estimated $2.61K.
  • AMERISAFE made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1645 holding.
  • MassMutual Private Wealth & Trust first reported a position in AMERISAFE in Q2 2023 and has held it in 10 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 Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.