REINHART PARTNERS, LLC. AFG — AMERICAN FINL GROUP

Ownership history in REINHART PARTNERS, LLC.  ·  56 quarters on record

AI Ownership Summary

REINHART PARTNERS, LLC. reported AMERICAN FINL GROUP (AFG) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2024 Q1. The latest visible filing shows AFG at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REINHART PARTNERS, LLC.'s position in AMERICAN FINL GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AFG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AFG stock page REINHART PARTNERS, LLC. fund profile REINHART PARTNERS, LLC. full holdings
How REINHART PARTNERS, LLC. held AFG — position size vs. price
% of Fund (quarterly)    AFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,473 +14,969 +58.7% 0.15% $5.2M 2026-04-13 $131.29
2025 Q4 REDUCED 50.6% -4.8% ✅ 25,504 -26,127 -50.6% 0.10% $3.5M 2026-02-10 $127.06
2025 Q3 REDUCED — — — 51,631 -2,181 -4.1% 0.24% $7.5M 2025-10-28 $125.78
2025 Q2 REDUCED 9.0% +15.2% ❌ 53,812 -5,301 -9.0% 0.23% $6.8M 2025-07-09 $119.85
2025 Q1 REDUCED 6.4% -3.3% ✅ 59,113 -4,074 -6.4% 0.28% $7.8M 2025-04-11 $118.63
2024 Q4 REDUCED 17.6% -1.9% ✅ 63,187 -13,538 -17.6% 0.33% $8.7M 2025-01-13 $121.21
2024 Q3 REDUCED 8.9% +4.6% ❌ 76,725 -7,482 -8.9% 0.39% $10.3M 2024-10-09 $122.39
2024 Q2 REDUCED 5.7% +10.0% ❌ 84,207 -5,130 -5.7% 0.43% $10.4M 2024-07-18 $117.26
2024 Q1 REDUCED — — — 89,337 -3,201 -3.5% 0.50% $12.2M 2024-04-03 $117.43
2023 Q4 REDUCED 17.5% +16.4% ❌ 92,538 -19,570 -17.5% 0.48% $11.0M 2024-01-16 $101.32
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AFG

As of 2026 Q1 — sorted by position size

VIKING FUND MANAGEMENT LLC 3Y 7Y 1.32% Values First Advisors, Inc. 3Y 0.91% Boston Trust Walden Corp 3Y 7Y 0.55% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.43% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 0.34% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.33% Severin Investments, LLC 0.27% Financial Enhancement Group LLC 3Y 7Y 0.2% Ifrah Financial Services, Inc. 3Y 7Y 0.19% SIMS INVESTMENT MANAGEMENT, LLC 0.17%

FAQ About REINHART PARTNERS, LLC. and AFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has REINHART PARTNERS, LLC. reported owning AFG?

REINHART PARTNERS, LLC. reported AFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AFG position in REINHART PARTNERS, LLC.'s portfolio?

The largest reported portfolio weight for AFG was 0.50% in 2024 Q1.

What is the latest reported AFG position on this page?

The most recent filing on this page is 2026 Q1, when REINHART PARTNERS, LLC. reported 40,473 shares, equal to 0.15% of portfolio, with an estimated market value of $5.2M.

What does the chart on this AFG ownership page compare?

The chart compares REINHART PARTNERS, LLC.'s quarterly AFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did REINHART PARTNERS, LLC. time their AFG position?

Based on 13F filing dates vs. subsequent AFG price moves, REINHART PARTNERS, LLC. correctly timed 26 out of 52 reported position changes (50%). The annualised alpha on AFG relative to SPY over the holding period was +10.2%.

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