Y-Intercept (HK)’s AMERISAFE AMSF Stock Holding History

Y-Intercept (HK)’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	–	Sell	-53,787	Closed	-$1.79M	–	1683
2026 Q1	$1.79M	Buy	53,787 +18,175	+51%	+$655K	0.03%	773
2025 Q4	$1.37M	Buy	35,612 +6,336	+22%	+$255K	0.03%	818
2025 Q3	$1.28M	Sell	29,276 -20,295	-41%	-$910K	0.03%	849
2025 Q2	$2.17M	Buy	49,571 +41,747	+534%	+$1.97M	0.05%	566
2025 Q1	$411K	Sell	7,824 -4,659	-37%	-$236K	0.03%	782
2024 Q4	$643K	Sell	12,483 -703	-5%	-$38K	0.04%	615
2024 Q3	$637K	Buy	13,186 +7,283	+123%	+$347K	0.04%	655
2024 Q2	$259K	Buy	+5,903	New	+$271K	0.01%	1079
2023 Q4	–	Sell	-5,362	Closed	-$268K	–	1207
2023 Q3	$268K	Sell	5,362 -979	-15%	-$51.4K	0.03%	807
2023 Q2	$338K	Sell	6,341 -4,530	-42%	-$241K	0.04%	726
2023 Q1	$532K	Buy	+10,871	New	+$570K	0.06%	492

Other funds holding AMSF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return