AFG — AMERICAN FINL GROUP INC OHIO

Ownership history in Applied Capital LLC/FL  ·  4 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC/FL reported a position in AMERICAN FINL GROUP INC OHIO (AFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.57% (2025 Q4)
Avg. % of fund
0.44%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,034 +2,351 +50.2% 0.57% $961K $134.19
2025 Q3 ADDED 4,683 +184 +4.1% 0.42% $682K $140.17
2025 Q2 ADDED 4,499 +900 +25.0% 0.41% $568K $120.65
2025 Q1 INITIATED 3,599 — — 0.37% $473K $124.77
% of Fund (quarterly)    AFG price (monthly, adj. close)

Other funds also holding AFG

As of 2025 Q4 — sorted by position size

Wealthquest Corp 3Y 7Y 3.54% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 3.49% EULAV Asset Management 3Y 7Y 1.82% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.6% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 1.34% Values First Advisors, Inc. 3Y 0.96% Taylor Frigon Capital Management LLC 3Y 7Y 0.83% Slagle Financial, LLC 0.7% Lighthouse Investment Partners, LLC 3Y 0.56% JOHNSON INVESTMENT COUNSEL INC 3Y 7Y 0.53%
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