Golden State Wealth Management, LLC

Position in AFG — American Financial Group Inc

CIK 1776033 SANTA ANA, CA

Position in AFG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,049,550

+$91,725 QoQ

Shares Held

7,500

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#224

of 515 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,844,497 across 12 Insurance - Property & Casualty names. AFG ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFG	American Financial Group Inc This page	7,500	$1,049,550
2	MKL	Markel Group Inc.	120	$234,361
3	TRV	Travelers Companies, Inc.	518	$171,002
4	CB	Chubb Ltd	497	$169,347
5	PGR	Progressive Corp/Oh/	552	$120,584
6	ALL	Allstate Corp	247	$58,771
7	RLI	Rli Corp	400	$23,628
8	MCY	Mercury General Corp	100	$10,662

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,049,550	7,500	0.0%	Shares	Sole	2026-07-22
2026-03-31	$957,825	7,500	0.0%	Shares	Sole	2026-04-28
2025-12-31	$1,025,100	7,500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,092,900	7,500	0.0%	Shares	Sole	2025-11-03
2025-06-30	$946,575	7,500	0.0%	Shares	Sole	2025-08-06
2025-03-31	$985,050	7,500	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,026,975	7,500	0.0%	Shares	Sole	2025-01-28
2022-03-31	$1,092,150	7,500	0.0%	Shares	Sole	2022-05-19
2021-12-31	$1,029,900	7,500	0.0%	Shares	Sole	2022-02-14
2021-09-30	$943,725	7,500	0.0%	Shares	Sole	2021-11-15
2021-06-30	$935,400	7,500	0.0%	Shares	Sole	2021-08-12
2021-03-31	$855,750	7,500	+49.7%	Shares	Sole	2021-05-14
2020-12-31	$438,888	5,009	+0.2%	Shares	Sole	2021-01-28
2020-09-30	$334,900	5,000	-50.0%	Shares	Sole	2020-11-12
2020-06-30	$634,600	10,000	0.0%	Shares	Sole	2020-08-13
2020-03-31	$700,800	10,000	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.