Position in AFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$192,396,390
+$19,359,376 QoQ
Shares Held
1,506,510
+19.0% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.73897285779715.ToString("F0")%
Shared 13.335125555090904.ToString("F0")%
None 2.9259015871119343.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $6,243,679,950 across 40 Insurance - Property & Casualty names. AFG ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,484,676 | $1,016,410,293 | |
| 2 | CB |
Chubb Ltd
|
2,152,980 | $701,720,769 | |
| 3 | ALL |
Allstate Corp
|
2,804,615 | $581,508,873 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,398,736 | $475,525,422 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
156,618 | $344,083,480 | |
| 6 | ORI |
Old Republic International Corp
|
6,721,774 | $268,198,779 | |
| 7 | MKL |
Markel Group Inc.
|
136,985 | $262,198,862 | |
| 8 | WRB |
Berkley W R Corp
|
3,768,180 | $249,754,968 |
All Filings in AFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,396,390 | 1,506,510 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $173,037,014 | 1,266,001 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $164,301,922 | 1,127,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $128,310,889 | 1,016,646 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $129,159,490 | 983,398 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $132,703,378 | 969,133 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,824,871 | 971,953 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $122,816,892 | 998,349 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $144,036,485 | 1,055,367 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $129,037,616 | 1,085,353 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $124,897,309 | 1,118,450 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $135,741,461 | 1,143,086 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $132,585,293 | 1,091,237 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $153,861,499 | 1,120,786 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $161,449,622 | 1,313,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $197,972,069 | 1,426,209 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $219,839,310 | 1,509,678 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $201,971,903 | 1,470,812 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $177,716,881 | 1,412,357 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $172,146,027 | 1,380,260 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $155,434,664 | 1,362,267 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $121,019,867 | 1,381,190 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $94,183,123 | 1,406,138 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $90,304,595 | 1,423,016 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $97,484,153 | 1,391,041 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||