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AMSF AMERISAFE INC

2026Q2 · CUSIP 03071H100 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
213
Institutions that reported holding it to the SEC
Net increase in holders
+32
Last quarter 181 → now 213
How unusual is that
Top 10%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

213 funds held AMSF at the end of 2026Q2, up 32 from the quarter before. That is stronger buying than 90.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $336M(YoY +9.5%), the P/E is 10.5x, return on equity is 18.8%. AMSF has had 3 buying rushes in its history, and the price moved -2.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=120 2013Q4: holders=122 2014Q1: holders=129 2014Q2: holders=130 2014Q3: holders=130 2014Q4: holders=142 2015Q1: holders=144 2015Q2: holders=151 2015Q3: holders=155 2015Q4: holders=168 2016Q1: holders=174 2016Q2: holders=179 2016Q3: holders=171 2016Q4: holders=175 2017Q1: holders=173 2017Q2: holders=163 2017Q3: holders=154 2017Q4: holders=168 2018Q1: holders=153 2018Q2: holders=156 2018Q3: holders=165 2018Q4: holders=170 2019Q1: holders=171 2019Q2: holders=163 2019Q3: holders=173 2019Q4: holders=174 2020Q1: holders=163 2020Q2: holders=168 2020Q3: holders=173 2020Q4: holders=167 2021Q1: holders=153 2021Q2: holders=168 2021Q3: holders=165 2021Q4: holders=175 2022Q1: holders=171 2022Q2: holders=173 2022Q3: holders=164 2022Q4: holders=181 2023Q1: holders=172 2023Q2: holders=175 2023Q3: holders=180 2023Q4: holders=161 2024Q1: holders=175 2024Q2: holders=172 2024Q3: holders=178 2024Q4: holders=184 2025Q1: holders=191 2025Q2: holders=197 2025Q3: holders=194 2025Q4: holders=189 2026Q1: holders=181 2026Q2: holders=213 -32 -16 +0 +16 +32 108166224 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2021Q2 Top 20% +4.2% -0.0%
2019Q3 Top 20% +16.9% -4.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
117
Change in large funds
+15
Total value they hold
$635M
Funds buying for the first time
57
Funds that sold out entirely
25
Price change that quarter
-15.7%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
10.5
EPS (TTM)
$2.48
EPS YoY
-6.1%
Revenue (TTM)
$0.3B
Revenue YoY
+9.5%
Net margin
14.0%
ROE
18.8%
Debt ratio
77.8%
FCF (TTM)
$19M
Dividend (TTM)
$1.60
Quarterly Revenue & EPS
2022-09-30: EPS 0.59 2022-12-31: EPS 1.08 2023-03-31: EPS 0.90 2023-06-30: EPS 0.81 2023-09-30: EPS 0.52 2023-12-31: EPS 1.00 2024-03-31: EPS 0.88 2024-06-30: EPS 0.57 2024-09-30: EPS 0.75 2024-12-31: EPS 0.69 2025-03-31: EPS 0.47 2025-06-30: EPS 0.73 2025-09-30: EPS 0.72 2025-12-31: EPS 0.55 2026-03-31: EPS 0.43 2026-06-30: EPS 0.78 0M 49M 99M $M 0.00 0.59 1.19 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 10 14 19 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-10M26M61M 20162017201820192020202120222023202420252026
Latest quarter $-3M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.