WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AFG — American Financial Group Inc
CIK 1632972
PLYMOUTH, MN
Position in AFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,692,697
+$11,682,511 QoQ
Shares Held
90,701
+1046.7% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 41 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 2.3175047684149015.ToString("F0")%
Shared 0.ToString("F0")%
None 97.6824952315851.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. AFG ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
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|
90,701 | $12,692,697 |
All Filings in AFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,692,697 | 90,701 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,010,186 | 7,910 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,275,497 | 9,332 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,079,056 | 7,405 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $920,070 | 7,290 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,101,811 | 8,389 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $874,024 | 6,383 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $817,560 | 6,074 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $640,442 | 5,206 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $740,267 | 5,424 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $650,447 | 5,471 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $601,789 | 5,389 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $942,839 | 6,868 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||