Center for Financial Planning, Inc.
Position in AFG — American Financial Group Inc
CIK 1803557
SOUTHFIED, MI
Position in AFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$46,358
-$3,256 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026Center for Financial Planning, Inc. holds $1,840,664 across 8 Insurance - Property & Casualty names. AFG ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,255 | $734,972 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,171 | $628,619 | |
| 3 | ALL |
Allstate Corp
|
1,653 | $342,733 | |
| 4 | AFG |
American Financial Group Inc
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|
363 | $46,358 | |
| 5 | L |
Loews Corp
|
400 | $42,696 | |
| 6 | AIZ |
Assurant, Inc.
|
75 | $16,335 | |
| 7 | HGTY |
Hagerty, Inc.
|
1,503 | $15,826 | |
| 8 | TRV |
Travelers Companies, Inc.
|
45 | $13,125 |
All Filings in AFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,358 | 363 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $49,614 | 363 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $52,896 | 363 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $45,814 | 363 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $47,676 | 363 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $49,705 | 363 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,859 | 363 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $44,656 | 363 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $49,542 | 363 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $43,157 | 363 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $40,536 | 363 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $43,106 | 363 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,104 | 363 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $49,832 | 363 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $44,623 | 363 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $50,388 | 363 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $52,860 | 363 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $49,847 | 363 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $45,676 | 363 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $45,273 | 363 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $19,038 | 300 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $21,024 | 300 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||