AFG — AMERICAN FINL GROUP INC OHIO

Ownership history in MATHER GROUP, LLC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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
0.01% (2022 Q1)
Avg. % of fund
0.0%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,431 — 0% 0.00% $209K $140.17
2025 Q1 UNCHANGED 1,431 — 0% 0.00% $188K $124.77
2024 Q4 UNCHANGED 1,431 — 0% 0.00% $196K $127.26
2024 Q3 UNCHANGED 1,431 — 0% 0.00% $193K $120.86
2024 Q2 UNCHANGED 1,431 — 0% 0.00% $195K $109.84
2024 Q1 REDUCED 1,431 -155 -9.8% 0.00% $170K $121.19
2022 Q4 REDUCED 1,586 -350 -18.1% 0.00% $218K $111.27
2022 Q1 ADDED 1,936 +349 +22.0% 0.01% $282K $108.42
2021 Q4 INITIATED 1,587 — — 0.00% $218K $100.33
% 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% Applied Capital LLC/FL 3Y 0.57% Lighthouse Investment Partners, LLC 3Y 0.56%
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