Position in AFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$502,104
+$48,606 QoQ
Shares Held
3,588
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#281
of 515 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $11,286,509 across 10 Insurance - Property & Casualty names. AFG ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,679 | $2,114,377 | |
| 2 | WRB |
Berkley W R Corp
|
27,646 | $1,949,872 | |
| 3 | ALL |
Allstate Corp
|
7,076 | $1,683,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,180 | $1,379,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
17,587 | $1,026,201 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,958 | $917,924 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
8,691 | $843,113 | |
| 8 | AFG |
American Financial Group Inc
This page
|
3,588 | $502,104 |
All Filings in AFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,104 | 3,588 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $453,498 | 3,551 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $527,038 | 3,856 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $864,556 | 5,933 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $744,891 | 5,902 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $921,218 | 7,014 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,030,398 | 7,525 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,012,999 | 7,526 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $925,725 | 7,525 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,027,012 | 7,525 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $892,863 | 7,510 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $832,499 | 7,455 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $834,812 | 7,030 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $956,083 | 7,869 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,063,233 | 7,745 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,001,264 | 8,145 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,152,123 | 8,300 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,215,635 | 8,348 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $294,139 | 2,142 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,044,389 | 8,300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,035,176 | 8,300 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $947,030 | 8,300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $738,636 | 8,430 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $555,934 | 8,300 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $526,718 | 8,300 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $581,664 | 8,300 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||