True Wealth Design’s AMERISAFE AMSF Stock Holding History

True Wealth Design’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	$1.96K	Sell	83 -24	-22%	-$682	﹤0.01%	1690
2026 Q2	$3.62K	Buy	+107	New	+$3.38K	﹤0.01%	1458
2026 Q1	–	Sell	-30	Closed	-$1.15K	–	2705
2025 Q4	$1.15K	Sell	30 -25	-45%	-$1.01K	﹤0.01%	1658
2025 Q3	$2.41K	Buy	55 +52	+1,733%	+$2.33K	﹤0.01%	1394
2025 Q2	$132	Sell	3 -41	-93%	-$1.93K	﹤0.01%	2171
2025 Q1	$2.31K	Sell	44 -33	-43%	-$1.67K	﹤0.01%	954
2024 Q4	$3.97K	Buy	77 +47	+157%	+$2.54K	﹤0.01%	578
2024 Q3	$1.45K	Buy	+30	New	+$1.43K	﹤0.01%	872

Other funds holding AMSF

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's AMSF Position: Q3 2026 in Review

True Wealth Design reduced its AMERISAFE (AMSF) stake by 22% in Q3 2026, selling an estimated $682 and leaving 83 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

True Wealth Design first reported a position in AMSF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.97K in Q4 2024. 19 funds tracked by Wall St. Rank hold AMSF as of Q3 2026.

True Wealth Design held 83 shares of AMERISAFE worth $1.96K as of Q3 2026.
True Wealth Design sold 24 AMERISAFE shares in Q3 2026, an estimated $682.
AMERISAFE made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1690 holding.
True Wealth Design first reported a position in AMERISAFE in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's AMERISAFE position peaked at $3.97K in Q4 2024.
19 funds tracked by Wall St. Rank held AMERISAFE as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.