§ INSURANCE
USD · InsuranceAFG
AMERICAN FINANCIAL GROUP INC
USDSector · InsuranceBeta · 0.66
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 136.62HIGH 138.74LOW 136.0252W 114.73 — 150.02
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
288 increased/new, 146 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 12.8 | P/B | 2.37 |
| EPS (TTM) | 10.09 | Dividend | 2.80% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.8M | 0.0% | −6% |
| Fidelity Management | 6.4M | 0.0% | −5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | n/a | n/a |
| State Street | 3.0M | 0.0% | +15% |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | 2.4M | 100.0% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for AFG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER28.0% · 0 holders
OTHER23.9% · 364 holders
QUALITY / COMPOUNDER15.4% · 25 holders
PASSIVE / INDEX14.7% · 10 holders
DEALER / BANK10.2% · 39 holders
INCOME / DEFENSIVE4.6% · 36 holders
TACTICAL / MACRO2.1% · 6 holders
SYSTEMATIC / QUANT0.9% · 10 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AFG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AFG yet.