Position in AFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,162,481
+$101,595 QoQ
Shares Held
8,307
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#214
of 515 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $6,063,225 across 6 Insurance - Property & Casualty names. AFG ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,594 | $1,906,099 | |
| 2 | CINF |
Cincinnati Financial Corp
|
8,778 | $1,625,158 | |
| 3 | AFG |
American Financial Group Inc
This page
|
8,307 | $1,162,481 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,368 | $735,739 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,026 | $338,703 | |
| 6 | ALL |
Allstate Corp
|
1,240 | $295,045 |
All Filings in AFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,481 | 8,307 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,060,886 | 8,307 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,123,782 | 8,222 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,198,109 | 8,222 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,037,698 | 8,222 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,079,877 | 8,222 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||