Position in AFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$679,417
+$54,517 QoQ
Shares Held
5,320
+16.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $145,452,668 across 13 Insurance - Property & Casualty names. AFG ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
363,955 | $118,623,853 | |
| 2 | PGR |
Progressive Corp/Oh/
|
54,582 | $10,820,335 | |
| 3 | ALL |
Allstate Corp
|
17,693 | $3,668,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
12,060 | $3,517,660 | |
| 5 | MKL |
Markel Group Inc.
|
1,762 | $3,372,591 | |
| 6 | WRB |
Berkley W R Corp
|
21,114 | $1,399,435 | |
| 7 | PRCH |
Porch Group, Inc.
|
115,376 | $827,245 | |
| 8 | AFG |
American Financial Group Inc
This page
|
5,320 | $679,417 |
All Filings in AFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,417 | 5,320 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $624,900 | 4,572 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $605,903 | 4,158 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $520,742 | 4,126 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $440,514 | 3,354 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||