Frank, Rimerman Advisors LLC
Position in AFG — American Financial Group Inc
CIK 1977560
Palo Alto, CA
Position in AFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,114,773
+$208,702 QoQ
Shares Held
15,112
+1.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#170
of 515 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Frank, Rimerman Advisors LLC holds $10,574,749 across 8 Insurance - Property & Casualty names. AFG ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
7,866 | $2,680,260 | |
| 2 | PGR |
Progressive Corp/Oh/
|
11,456 | $2,502,563 | |
| 3 | AFG |
American Financial Group Inc
This page
|
15,112 | $2,114,773 | |
| 4 | ALL |
Allstate Corp
|
4,703 | $1,119,031 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,170 | $1,046,480 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
4,545 | $440,910 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
177 | $366,990 | |
| 8 | L |
Loews Corp
|
2,683 | $303,742 |
All Filings in AFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,773 | 15,112 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,906,071 | 14,925 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,107,058 | 15,416 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,246,419 | 15,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,355,116 | 10,737 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $629,118 | 4,790 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $874,982 | 6,390 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,372,381 | 10,196 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,203,750 | 9,785 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||