American Family Investments, Inc.
CIK
2029723
Location
MADISON, WI
Portfolio Value
Mid
$5,541,261,797
Diversification
Highly concentrated
Reports for
AmFam Holdings, Inc.
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.
American Family Investments Holdings, Inc.
American Family Insurance Mutual Holding Co
Filing Date
Global Rank
#814
/ 8,798
▲ 169
· as of Jun 2026
Top Industry
Insurance - Property & Casualty
94.6%
3Y Alpha vs SPY
-18.9%
Period ended 3 months ago
Filed Aug 17, 2026 · 54d
9 quarters · since Jun 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
47.1%
−9.0 pts
Top 5
91.9%
−0.7 pts
Top 10
100.0%
0.0 pts
HHI
2,901
Highly concentrated−765
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.3% | $5,392,584,615 |
| Financial Services | 2.5% | $140,693,776 |
| Energy | 0.1% | $7,983,406 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | +13,087,789 | 48,109,589 | $2,609,945,203 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +6,568,841 | 20,312,841 | $1,037,161,472 | |
| BNDW | Vanguard Total World Bond ETF | +2,252,018 | 5,008,438 | $413,947,400 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +1,833,141 | 4,320,988 | $879,925,513 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +1,182,674 | 2,549,761 | $112,265,976 | |
| — | +103,294 | 723,817 | $105,974,046 | ||
| VB | Vanguard Morningstar Small-Cap ETF | +10,889 | 217,810 | $149,594,086 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFK | VanEck Africa Index ETF | −2,254,714 | 1,626,304 | $83,770,919 | |
| 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.
10 tracked positions ·
$5,541,261,797 total
· filing declares
13 positions · $5,541,261,803
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASHR |
Xtrackers Harvest CSI 300 China A-Shares ETF
|
Added | 48,109,589 | $2,609,945,203 | 47.10% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 20,312,841 | $1,037,161,472 | 18.72% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 4,320,988 | $879,925,513 | 15.88% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 5,008,438 | $413,947,400 | 7.47% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 217,810 | $149,594,086 | 2.70% | |
| BOW |
Bowhead Specialty Holdings Inc.
Financial Services
|
Held | 4,700,761 | $140,693,776 | 2.54% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 2,549,761 | $112,265,976 | 2.03% | |
|
|
Added | 723,817 | $105,974,046 | 1.91% | ||
| AFK |
VanEck Africa Index ETF
|
Reduced | 1,626,304 | $83,770,919 | 1.51% | |
| TDW |
Tidewater Inc
Energy
|
Held | 119,817 | $7,983,406 | 0.14% |
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.