Essential Partners LLC
Position in AFG — American Financial Group Inc
CIK 2136442
RANCHO SANTA FE, CA
Position in AFG
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$275,598
-$137,448 QoQ
Shares Held
2,158
-28.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Essential Partners LLC holds $4,535,290 across 40 Insurance - Property & Casualty names. AFG ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,837 | $1,119,176 | |
| 2 | CB |
Chubb Ltd
|
3,344 | $1,089,909 | |
| 3 | ORI |
Old Republic International Corp
|
18,899 | $754,070 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,989 | $627,669 | |
| 5 | AFG |
American Financial Group Inc
This page
|
2,158 | $275,598 | |
| 6 | MCY |
Mercury General Corp
|
2,007 | $176,917 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
406 | $70,380 | |
| 8 | SAFT |
Safety Insurance Group Inc
|
923 | $67,046 |
All Filings in AFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,598 | 2,158 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $413,046 | 3,022 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $439,054 | 3,013 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $380,270 | 3,013 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||