AMERICAN FINANCIAL GROUP INC
Q2 2026 Form 13-F
Filing Structure
Reports holdings for
- GREAT AMERICAN INSURANCE CO · File #028-00498 · since Q3 2020 · declared by one filing
- Great American Life Insurance Company (not a 13F filer in our records) · File #028-01258 · Q3 2020 – Q1 2021 · declared by one filing
- GREAT AMERICAN HOLDING INC (not a 13F filer in our records) · File #028-17123 · Q4 2017 – Q3 2020 · declared by one filing
- Great American Life Insurance Company (not a 13F filer in our records) · File #28-1258 · Q2 2013 – Q2 2020 · declared by one filing
- Great American Holding, Inc (not a 13F filer in our records) · File #28-17123 · Q1 2016 – Q2 2020 · declared by one filing
- Great American Insurance Company (not a 13F filer in our records) · File #28-498 · Q2 2013 – Q2 2020 · declared by one filing
- Great American Holding, Inc (not a 13F filer in our records) · Q4 2015 – Q4 2015 · declared by one filing
Key People
Directors & officers from Form 4 filingsDescription and Activity
American Financial Group, Inc. (AFG) is an established insurance holding company with over 150 years of industry presence. Specializing in property and casualty insurance, AFG focuses primarily on providing commercial insurance products for businesses. The company operates through a decentralized business model, allowing its approximately 35 insurance businesses to function with significant autonomy.
AFG's insurance operations are divided into several specialized sub-segments, including property and transportation, specialty casualty, specialty financial, and other specialty lines. This segmentation allows the company to offer a wide range of commercial coverages tailored to specific market needs. The company's statutory direct written premiums are geographically concentrated in key U.S. states such as California, New Jersey, Florida, and Texas.
To mitigate its exposure to potential catastrophe losses, AFG employs reinsurance strategies. The company purchases reinsurance on both a facultative and treaty basis, adjusting to prevailing market conditions to manage costs and availability. This approach includes the purchase of catastrophe reinsurance and the selective limitation of wind and earthquake risks. Continue reading...
AFG’s financial performance metrics indicate a strong position relative to the industry. The company reported a recovery rate of approximately 90% for 2023, along with a combined ratio of 90.4%, both of which are favorable compared to industry averages. The Specialty Property and Casualty group, responsible for about 55% of the company’s gross written premiums in 2023, remains a core part of AFG’s business, covering various lines including property, transportation, and specialty casualty.
In summary, American Financial Group, Inc. is a significant player in the property and casualty insurance market, leveraging a decentralized operational model and strategic reinsurance practices to manage risk and enhance financial stability.
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $283.6M |
| Positions | 73 |
| Change in reported value | +5.2% |
| New positions | 5 |
| Exited positions | 3 |
| Position turnover | 10.5% |
| Top-10 concentration | 58.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
73 | $283.6M |
|
Q1 2026 13F
Filed May 13, 2026
|
71 | $269.7M |
|
Q4 2025 13F
Filed Feb 12, 2026
|
63 | $275.8M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
58 | $259.5M |
|
Q2 2025 13F
Filed Aug 7, 2025
|
60 | $266.6M |
|
Q1 2025 13F
Filed May 8, 2025
|
60 | $234.0M |
|
Q4 2024 13F
Filed Feb 11, 2025
|
61 | $219.6M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
64 | $233.5M |
|
Q2 2024 13F
Filed Aug 8, 2024
|
66 | $232.9M |
|
Q1 2024 13F
Filed May 8, 2024
|
67 | $266.1M |
|
Q4 2023 13F
Filed Feb 12, 2024
|
71 | $271.9M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
82 | $291.0M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
87 | $323.6M |
|
Q1 2023 13F
Filed May 5, 2023
|
89 | $322.0M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
90 | $299.3M |
|
Q3 2022 13F
Filed Nov 7, 2022
|
87 | $290.5M |
|
Q2 2022 13F
Filed Aug 5, 2022
|
85 | $297.1M |
|
Q1 2022 13F
Filed May 6, 2022
|
83 | $328.9M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
84 | $365.1M |
|
Q3 2021 13F
Filed Nov 5, 2021
|
85 | $378.4M |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | C CITIGROUP INC | $44.1M | 15.55% |
| 2 | NXST NEXSTAR MEDIA GROUP INC | $40.6M | 14.33% |
| 3 | KMB KIMBERLY-CLARK CORP | $13.2M | 4.64% |
| 4 | ACI ALBERTSONS COMPANIES INC | $10.6M | 3.75% |
| 5 | OWL BLUE OWL CAPITAL INC | $10.3M | 3.64% |
| 6 | VOYG VOYAGER TECHNOLOGIES INC | $9.7M | 3.41% |
| 7 | MSDL MORGAN STANLEY DIRECT LENDIN | $9.5M | 3.37% |
| 8 | CMCSA COMCAST CORP NEW | $9.5M | 3.35% |
| 9 | EPD ENTERPRISE PRODS PARTNERS L | $9.4M | 3.31% |
| 10 | PAAPU PLAINS ALL AMERN PIPELINE L | $9.3M | 3.29% |
| 11 | ET ENERGY TRANSFER L P | $8.6M | 3.04% |
| 12 | GPN GLOBAL PMTS INC | $6.9M | 2.44% |
| 13 | UBER UBER TECHNOLOGIES INC | $6.5M | 2.29% |
| 14 | TALO TALOS ENERGY INC | $6.3M | 2.22% |
| 15 | MNTN MNTN INC | $5.8M | 2.04% |
| 16 | GSBD GOLDMAN SACHS BDC INC | $4.8M | 1.69% |
| 17 | TYG TORTOISE ENERGY INFRSTRCTR C | $4.7M | 1.66% |
| 18 | FISV FISERV INC | $4.7M | 1.64% |
| 19 | PX RIDGEPOST CAP INC | $4.2M | 1.5% |
| 20 | BEN FRANKLIN RESOURCES INC | $4.0M | 1.4% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.