AFG — AMERICAN FINL GROUP INC OHIO

Ownership history in Wealthquest Corp  ·  26 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
14.59% (2018 Q4)
Avg. % of fund
6.9%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 343,372 +12 +0.0% 3.54% $46.9M $134.19
2025 Q3 UNCHANGED 343,360 — 0% 3.99% $50.0M $140.17
2025 Q2 UNCHANGED 343,360 — 0% 3.42% $43.3M $120.65
2024 Q4 UNCHANGED 343,360 — 0% 3.83% $47.0M $127.26
22 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

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% JOHNSON INVESTMENT COUNSEL INC 3Y 7Y 0.53%
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