Position in AFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,144,849
+$861,844 QoQ
Shares Held
8,181
+269.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#214
of 511 holders
Holding Since
Dec 2021
17 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, 2026Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. AFG ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
51,950 | $17,701,442 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
8,519 | $2,809,651 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,521 | $1,492,472 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,089 | $1,330,142 | |
| 5 | MCY |
Mercury General Corp
|
10,983 | $1,171,007 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
20,000 | $1,167,000 | |
| 7 | AFG |
American Financial Group Inc
This page
|
8,181 | $1,144,849 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
8,332 | $1,053,081 |
All Filings in AFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,849 | 8,181 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $283,005 | 2,216 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $302,472 | 2,213 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $332,824 | 2,284 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $297,350 | 2,356 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $295,909 | 2,253 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $288,374 | 2,106 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $283,333 | 2,105 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $258,957 | 2,105 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $273,642 | 2,005 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $238,136 | 2,003 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $222,223 | 1,990 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $238,212 | 2,006 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $240,570 | 1,980 | Shares | Sole | 2023-04-07 | |
| 2022-06-30 | $516,234 | 3,719 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $306,966 | 2,108 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $283,428 | 2,064 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||