Heritage Wealth Management, Inc.

Position in AFG — American Financial Group Inc

CIK 1944755 CINCINNATI, OH

Position in AFG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$314,865

+$1,976 QoQ

Shares Held

2,250

-8.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#333

of 515 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $15,757,789 across 5 Insurance - Property & Casualty names. AFG ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	32,430	$6,004,090
2	ALL	Allstate Corp	18,268	$4,346,687
3	CB	Chubb Ltd	12,687	$4,322,968
4	TRV	Travelers Companies, Inc.	2,330	$769,179
5	AFG	American Financial Group Inc This page	2,250	$314,865

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,865	2,250	-8.2%	Shares	Sole	2026-07-28
2026-03-31	$312,889	2,450	-29.1%	Shares	Sole	2026-04-20
2025-12-31	$472,366	3,456	-4.2%	Shares	Sole	2026-01-26
2025-09-30	$525,466	3,606	-5.3%	Shares	Sole	2025-11-04
2025-06-30	$480,355	3,806	+65.0%	Shares	Sole	2025-08-14
2025-03-31	$302,870	2,306	0.0%	Shares	Sole	2025-04-29
2024-12-31	$315,760	2,306	0.0%	Shares	Sole	2025-02-05
2024-09-30	$310,387	2,306	-10.2%	Shares	Sole	2024-10-31
2024-06-30	$315,792	2,567	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.