Sowell Financial Services LLC

Position in AFG — American Financial Group Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in AFG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$239,017

+$15,525 QoQ

Shares Held

1,708

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#360

of 515 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. AFG ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	14,315	$3,406,111
2	UVE	Universal Insurance Holdings, Inc.	80,634	$3,335,022
3	CB	Chubb Ltd	7,236	$2,465,594
4	MKL	Markel Group Inc.	543	$1,060,484
5	PGR	Progressive Corp/Oh/	2,743	$599,208
6	L	Loews Corp	2,463	$278,836
7	WRB	Berkley W R Corp	3,443	$242,834
8	AFG	American Financial Group Inc This page	1,708	$239,017

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,017	1,708	-2.4%	Shares	Sole	2026-07-20
2026-03-31	$223,492	1,750	+5.3%	Shares	Sole	2026-04-20
2025-12-31	$227,162	1,662	+8.3%	Shares	Sole	2026-01-21
2025-09-30	$223,680	1,535	-31.0%	Shares	Sole	2025-10-17
2025-06-30	$280,817	2,225	+3.6%	Shares	Sole	2025-07-14
2025-03-31	$282,118	2,148	+71500.0%	Shares	Sole	2025-04-17
2021-03-31	$342	3	0.0%	Shares	Sole	2021-05-07
2020-12-31	$262	3	0.0%	Shares	Sole	2021-01-13
2020-09-30	$200	3	0.0%	Shares	Sole	2020-11-12
2020-06-30	$190	3	-99.9%	Shares	Sole	2020-08-13
2020-03-31	$297,840	4,250	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.