Position in AFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,483,836
-$156,625 QoQ
Shares Held
50,770
+4.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $71,369,885 across 43 Insurance - Property & Casualty names. AFG ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
77,126 | $25,137,677 | |
| 2 | TRV |
Travelers Companies, Inc.
|
52,086 | $15,192,444 | |
| 3 | ALL |
Allstate Corp
|
63,597 | $13,186,201 | |
| 4 | AFG |
American Financial Group Inc
This page
|
50,770 | $6,483,836 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
220,084 | $3,961,512 | |
| 6 | PGR |
Progressive Corp/Oh/
|
10,238 | $2,029,581 | |
| 7 | ORI |
Old Republic International Corp
|
46,040 | $1,836,996 | |
| 8 | CINF |
Cincinnati Financial Corp
|
6,222 | $979,031 |
All Filings in AFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,483,836 | 50,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,640,461 | 48,584 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,235,143 | 49,651 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,864,726 | 46,468 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $125,561 | 956 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $96,124 | 702 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,555 | 175 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $17,960 | 146 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,776 | 35 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,517 | 38 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,248 | 47 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,343 | 45 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,336 | 11 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,647 | 12 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,352 | 11 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,804 | 13 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,747 | 12 | Shares | Sole | 2022-04-22 | |
| 2021-06-30 | $1,995 | 16 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,825 | 16 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,401 | 16 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,071 | 16 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,015 | 16 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,064 | 58 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||