AFG — AMERICAN FINL GROUP INC OHIO

Ownership history in Values First Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. 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
1.74% (2022 Q1)
Avg. % of fund
1.19%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,473 -310 -2.2% 0.96% $1.8M $134.19
2025 Q3 REDUCED 13,783 -54 -0.4% 1.07% $2.0M $140.17
2025 Q2 REDUCED 13,837 -1,065 -7.1% 0.95% $1.7M $120.65
2025 Q1 ADDED 14,902 +340 +2.3% 1.14% $2.0M $124.77
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% JOHNSON INVESTMENT COUNSEL INC 3Y 7Y 0.53%
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