AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN
PensionCIK
943719
Location
CINCINNATI, OH
Portfolio Value
Small
$302,252,661
Diversification
Highly concentrated
Filing Date
Global Rank
#3,098
/ 8,232
▲ 42
Top Industry
Insurance - Property & Casualty
100.0%
3Y Alpha vs SPY
-9.2%
Period ended 2 months ago
Filed May 13, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+39.1%
SPY
+76.3%
Annualised alpha
-9.2%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $302,252,661 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFG | American Financial Group Inc | −24,575 | 2,366,711 | $302,252,661 | |
| 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.
1 positions ·
$302,252,661 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AFG |
American Financial Group Inc
Financial Services
|
Reduced | 2,366,711 | $302,252,661 | 100.00% |