AMERICAN FINANCIAL GROUP INC
SEC Form 13F institutional filer · CIK 0001042046
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
87.4%
AMERICAN FINANCIAL GROUP INC — $99M AUM allocation strategy
AMERICAN FINANCIAL GROUP INC files SEC Form 13F and reports $99M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Financials 51.4%, followed by Consumer Staples 14.4% and Information Technology 8.2%.
The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AMERICAN FINANCIAL GROUP INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$99M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
87% of value
higher = narrower conviction; lower = spread / hedging
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks36.1%—
- Investment Banking & Brokerage13.5%—
- Household Products9.7%—
- Cable & Satellite7.7%—
- Application Software7.7%—
- Passenger Ground Transportation6.5%—
- Pharmaceuticals5.1%—
- Oil & Gas Refining & Marketing2.6%—
- Other holdings11.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $C | Citigroup Inc | 315K | $35.7M | +0 | 36.1% |
| $KMB | Kimberly-Clark Corporation | 100K | $9.65M | +20K | 9.7% |
| $MS | Morgan Stanley | 632K | $8.82M | +100K | 8.9% |
| $CMCSA | Comcast Corporation | 267K | $7.67M | +0 | 7.7% |
| $UBER | Uber Technologies Inc | 90K | $6.47M | +0 | 6.5% |
| $CRM | Salesforce Inc | 27K | $5.04M | — | 5.1% |
| $GS | Goldman Sachs Group Inc | 507K | $4.5M | +0 | 4.5% |
| $BMY | Bristol-Myers Squibb Company | 60K | $3.64M | +0 | 3.7% |
| $WDAY | Workday Inc | 20K | $2.6M | — | 2.6% |
| $KHC | The Kraft Heinz Company | 110K | $2.47M | +0 | 2.5% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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