American Family Insurance Mutual Holding Co
InsuranceCIK
1803089
Location
MADISON, WI
Portfolio Value
Mid
$1,090,668,672
Diversification
Highly concentrated
Filing Date
Global Rank
#1,655
/ 7,426
▼ 251
· as of Mar 2024
Top Industry
Oil & Gas Equipment & Services
100.0%
3Y Alpha vs SPY
-25.0%
Period ended 2 years ago
Filed May 15, 2024 · 2y
17 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
5 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Top Position
73.9%
+12.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,845
Highly concentrated+1,009
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.0% | $1,079,645,508 |
| Energy | 1.0% | $11,023,164 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | +102,000 | 15,535,808 | $806,430,908 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
2 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDW | Vanguard Total World Bond ETF | −2,726,000 | 2,517,000 | $197,715,670 | |
| — | −93,289 | 661,459 | $75,498,930 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 tracked positions ·
$1,090,668,672 total
· filing declares
9 positions · $1,163,811,581
· as of Mar 31, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASHR |
Xtrackers Harvest CSI 300 China A-Shares ETF
|
Added | 15,535,808 | $806,430,908 | 73.94% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 2,517,000 | $197,715,670 | 18.13% | |
|
|
Reduced | 661,459 | $75,498,930 | 6.92% | ||
| TDW |
Tidewater Inc
Energy
|
Held | 119,817 | $11,023,164 | 1.01% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Held | 1,421,702 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.