HolderBook

AMERICAN FINANCIAL GROUP INC (AFG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

19
Reporting holders
$9.1M
Reported value
0.0%
Calls
0.0%
Puts
-496
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
REINHART PARTNERS, LLC.$3.4M24,5030.08%27q-15.6%-$620.9K
Financial Enhancement Group LLC$1.7M12,4480.20%20qHELD
Farther Finance Advisors, LLC$1.3M9,5600.01%16q+91.2%+$623.6K
Applied Capital LLC/FL$1.2M8,4980.46%7q+2.8%+$32.0K
GAMMA Investing LLC$411.2K3,0070.01%12q+15.5%+$55.3K
Legacy Wealth Asset Management, LLC$381.7K2,7910.08%24qHELD
Sound Income Strategies, LLC$208.0K1,4650.01%7qHELD
Wedmont Private Capital$202.7K1,4280.00%newNEW
ACIMA PRIVATE WEALTH, LLC$187.5K1,3710.05%6qHELD
Sarver Vrooman Wealth Advisors$47.3K3460.03%7qHELD
Versant Capital Management, Inc$36.1K2640.00%6q+135.7%+$20.8K
ELEVATION WEALTH PARTNERS, LLC$23.0K1680.01%3q+522.2%+$19.3K
Wealth Enhancement Trust Services, Inc.$10.1K740.00%2q-53.5%-$11.6K
GK Wealth Management LLC$9.8K710.01%newNEW
GoalVest Advisory LLC$6.4K470.00%newNEW
MassMutual Private Wealth & Trust, FSB$6.3K460.00%24q-23.3%-$1.9K
Grove Bank & Trust$3.8K280.00%newNEW
Retirement Wealth Solutions LLC$1.5K110.00%5qHELD
CX Institutional$1471,0760.00%7qHELD
Planning Strategies Inc.$13710.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers6.5%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-26LINDNER CARL H IIICo-CEOSold81,373$11.7M
2026-06-23Thompson David Lawrence JrPresident of SubsidiarySold11,370$1.5M
2026-08-24LINDNER CARL H IIICo-CEOSold8,627$1.2M
2026-08-06Weiss Mark ASr. VP & General CounselSold2,813$407.2K
2026-06-24Gillis Michelle ASenior Vice PresidentSold2,247$312.3K
2026-09-14VON LEHMAN JOHN IDirectorSold1,279$184.0K
2026-09-02Hertzman Brian S.SVP, CFOSold950$135.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202619$9.1M66,1274530.0%
Q2 2026515$9.0B64,240,898821881320.1%
Q1 2026489$7.3B57,172,098711661590.1%
Q4 2025513$7.9B57,933,518651671530.1%
Q3 2025487$8.5B57,936,717741421670.5%
Q2 2025460$7.3B58,130,021541501590.4%
Q1 2025481$7.5B57,045,107751771270.2%
Q4 2024452$7.7B56,458,705511621210.1%
Q3 2024422$7.5B55,705,373461731190.1%
Q2 2024425$6.8B55,476,990461441340.1%
Q1 2024422$7.8B56,943,620491451340.1%
Q4 2023411$6.6B55,086,857461381400.1%
Q3 2023394$6.1B54,691,653311341430.1%
Q2 2023419$6.6B55,132,372371431520.1%
Q1 2023435$7.3B60,482,586401691550.1%
Q4 2022464$7.7B56,206,392621541450.1%
Q3 2022426$6.8B55,465,931451481350.1%
Q2 2022439$7.8B55,977,642491561330.1%
Q1 2022448$8.1B55,655,116631481450.1%
Q4 2021423$7.6B55,431,918491421160.4%
Q3 2021401$7.0B55,112,88945931570.4%
Q2 2021387$7.1B56,288,436441171420.6%
Q1 2021391$6.4B55,824,992591161340.3%
Q4 2020371$5.0B56,168,94752781540.3%
Q3 2020342$3.8B56,836,778281051340.5%
Q2 2020366$3.7B58,643,924481111390.3%
Q1 2020373$4.4B62,812,765431211320.4%
Q4 2019403$6.6B60,373,894371301260.1%
Q3 2019392$6.3B58,587,888351361190.2%
Q2 2019387$6.1B58,998,930491241240.2%
Q1 2019402$5.6B57,683,098471221330.1%
Q4 2018397$5.3B58,943,5479680.0%