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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's AMSF Position: Q2 2026 in Review

True Wealth Design opened a new position in AMERISAFE (AMSF) in Q2 2026: 107 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings. This is a return to the name: True Wealth Design previously reported a position in AMSF as recently as Q4 2025.

True Wealth Design first reported a position in AMSF in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.97K in Q4 2024. 215 funds tracked by Wall St. Rank hold AMSF as of Q2 2026.

  • True Wealth Design held 107 shares of AMERISAFE worth $3.62K as of Q2 2026.
  • AMERISAFE was a new True Wealth Design position in Q2 2026.
  • AMERISAFE made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1458 holding.
  • True Wealth Design first reported a position in AMERISAFE in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's AMERISAFE position peaked at $3.97K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.