American Financial Group Ownership | Who Owns American Financial Group?
American Financial Group Ownership Summary
American Financial Group is owned by 65.62% institutional investors, 17.74% insiders, and 16.64% retail investors. Blackrock is the largest institutional shareholder, holding 9.28% of AFG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.83% of its assets in American Financial Group shares.
AFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Financial Group | 65.62% | 17.74% | 16.64% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Property & Casualty Insurance Stocks | 59.25% | 11.56% | 29.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.77M | 9.28% | $955.79M |
| Vanguard group | 7.77M | 9.28% | $955.55M |
| Fmr | 5.31M | 6.35% | $653.71M |
| Victory capital management | 3.74M | 4.47% | $459.81M |
| American financial group inc 401(k) retirement & savings plan | 2.69M | 3.22% | $331.36M |
| State street | 2.59M | 3.09% | $318.52M |
| Geode capital management | 1.41M | 1.68% | $173.13M |
| Alliancebernstein | 1.09M | 1.30% | $134.28M |
| Dimensional fund advisors lp | 998.35K | 1.19% | $122.83M |
| Invesco | 985.50K | 1.18% | $121.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| American financial group inc 401(k) retirement & savings plan | 2.69M | 100.00% | $331.36M |
| Wealthquest | 343.36K | 4.50% | $42.24M |
| Eulav asset management | 455.82K | 1.52% | $56.07M |
| Values first advisors | 14.93K | 1.10% | $1.84M |
| Johnson investment counsel | 576.17K | 0.75% | $70.88M |
| Slagle financial | 11.35K | 0.72% | $1.40M |
| Cambria investment management | 94.00K | 0.71% | $11.56M |
| Taylor frigon capital management | 11.09K | 0.65% | $1.36M |
| Hengehold capital management | 40.88K | 0.52% | $5.03M |
| Sheaff brock investment advisors | 44.41K | 0.51% | $5.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 867.94K | 0.02% | 867.94K |
| Fil | 414.15K | 0.05% | 274.04K |
| Qube research | 201.37K | 0.04% | 172.87K |
| Allianz asset management gmbh | 174.65K | 0.03% | 168.50K |
| Ubs asset management americas | 420.74K | 0.01% | 163.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 3.74M | 0.46% | -273.24K |
| Vanguard group | 7.77M | 0.02% | -262.35K |
| Gillson capital lp | - | - | -134.50K |
| Millennium management | - | - | -113.89K |
| Blackrock | 7.77M | 0.02% | -107.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 867.94K | 0.02% | 867.94K | $106.77M |
| Corebridge financial | 82.79K | 0.06% | 82.79K | $10.18M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 48.16K | 0.07% | 48.16K | $5.92M |
| Northwest & ethical investments | 41.55K | 0.15% | 41.55K | $5.11M |
| Susquehanna fundamental investments | 29.77K | 0.08% | 29.77K | $3.66M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -3.00 |
| Cornerstone planning group | -4.00 |
| Gradient investments | -6.00 |
| Ancora advisors | -8.00 |
| Jamison private wealth management | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 420 | 0.48% | 54,924,692 | 1.92% | 65 | 1.58% | 211 | -0.47% | 139 | 1.46% |
| Mar 31, 2024 | 418 | 2.45% | 53,887,934 | 0.10% | 64 | 1.55% | 212 | 0.47% | 137 | -0.72% |
| Dec 31, 2023 | 408 | 3.82% | 53,833,655 | 0.69% | 64 | 1.61% | 211 | 19.21% | 138 | -8.00% |
| Sep 30, 2023 | 393 | -6.43% | 53,462,867 | -2.85% | 63 | 1.51% | 177 | -8.76% | 150 | -7.41% |
| Jun 30, 2023 | 420 | -4.33% | 55,031,092 | -0.57% | 64 | 1.53% | 194 | -13.39% | 162 | 1.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.37M | 2.83% | -8.12K |
| iShares Core S&P Mid-Cap ETF | 2.27M | 2.71% | 1.23K |
| Victory Sycamore Established Value R | 2.24M | 2.67% | -160.00K |
| Vanguard Small Cap Index | 1.89M | 2.26% | 3.70K |
| Vanguard Small Cap Value Index Inv | 1.28M | 1.52% | -440.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.04M | 1.24% | 41.69K |
| Fidelity Mid-Cap Stock | 763.50K | 0.91% | - |
| Fidelity Low-Priced Stock | 732.56K | 0.87% | -347.00 |
| iShares MSCI USA Min Vol Factor ETF | 607.14K | 0.72% | -1.15K |
| SPDR® S&P MIDCAP 400 ETF Trust | 567.54K | 0.68% | -8.35K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 28, 2024 | Murray Amy Y | - | Buy | $150.20K |
| Mar 12, 2024 | Evans James E | - | Sell | $292.54K |
| Mar 01, 2024 | Gillis Michelle A | Senior Vice President | Sell | $260.33K |
| Feb 28, 2024 | Hertzman Brian S. | SVP, CFO | Sell | $135.46K |
| Feb 28, 2024 | Weiss Mark A | Sr. VP & General Counsel | Sell | $309.75K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | 3 |
| 2023 Q3 | - | - |
AFG Ownership FAQ
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