BEACON INVESTMENT ADVISORS LLC
Position in AFG — American Financial Group Inc
CIK 1961635
Gaithersburg, MD
Position in AFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279,880
+$24,460 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#343
of 515 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $1,736,359 across 3 Insurance - Property & Casualty names. AFG ranks #3 (16.1% of the industry book) .
All Filings in AFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,880 | 2,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $255,420 | 2,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,360 | 2,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $291,440 | 2,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,420 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $262,680 | 2,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,860 | 2,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,200 | 2,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $246,040 | 2,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $272,960 | 2,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $237,780 | 2,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $223,340 | 2,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $237,500 | 2,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $243,000 | 2,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $274,560 | 2,000 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||