Confluence Wealth Services, Inc.

Position in AFG — American Financial Group Inc

CIK 1910411 MCMURRAY, PA

Position in AFG

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

Position Value

$1,662,487

+$246,311 QoQ

Shares Held

11,880

+7.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#183

of 515 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $12,779,511 across 6 Insurance - Property & Casualty names. AFG ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	21,741	$7,408,028
2	ALL	Allstate Corp	9,848	$2,343,233
3	AFG	American Financial Group Inc This page	11,880	$1,662,487
4	PGR	Progressive Corp/Oh/	2,758	$602,485
5	TRV	Travelers Companies, Inc.	1,418	$468,110
6	WRB	Berkley W R Corp	4,185	$295,168

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,662,487	11,880	+7.1%	Shares	Sole	2026-07-22
2026-03-31	$1,416,176	11,089	+7.0%	Shares	Sole	2026-05-07
2025-12-31	$1,416,961	10,367	+2.9%	Shares	Sole	2026-01-28
2025-09-30	$1,467,691	10,072	+4.4%	Shares	Sole	2025-10-28
2025-06-30	$1,217,295	9,645	+1.7%	Shares	Sole	2025-07-22
2025-03-31	$1,245,103	9,480	+6.6%	Shares	Sole	2025-04-24
2024-12-31	$1,217,581	8,892	+17.5%	Shares	Sole	2025-01-27
2024-09-30	$1,018,249	7,565	+7.3%	Shares	Sole	2024-10-29
2024-06-30	$867,044	7,048	+15.1%	Shares	Sole	2024-07-31
2024-03-31	$835,940	6,125	+17.7%	Shares	Sole	2024-04-22
2023-12-31	$618,941	5,206	+20.5%	Shares	Sole	2024-01-25
2023-09-30	$482,302	4,319	+22.6%	Shares	Sole	2023-11-01
2023-06-30	$418,356	3,523	+70.9%	Shares	Sole	2023-08-01
2023-03-31	$250,533	2,062	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.