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Boston Trust Walden’s American Financial Group AFG Stock Holding History

Boston Trust Walden’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.1M Buy
525,691
+56,046
+12% +$7.28M 0.55% 59
2025
Q4 		$64.2M Sell
469,645
-73,637
-14% -$10.1M 0.48% 75
2025
Q3 		$79.2M Sell
543,282
-37,356
-6% -$4.95M 0.58% 51
2025
Q2 		$73.3M Buy
580,638
+77,417
+15% +$9.69M 0.52% 64
2025
Q1 		$66.1M Buy
503,221
+40,822
+9% +$5.27M 0.48% 71
2024
Q4 		$63.3M Buy
462,399
+35,100
+8% +$4.83M 0.44% 73
2024
Q3 		$57.5M Sell
427,299
-3,919
-0.9% -$508K 0.4% 98
2024
Q2 		$53M Buy
431,218
+11,897
+3% +$1.53M 0.39% 102
2024
Q1 		$57.2M Buy
419,321
+1,397
+0.3% +$174K 0.41% 94
2023
Q4 		$49.7M Buy
417,924
+19,867
+5% +$2.24M 0.37% 101
2023
Q3 		$44.5M Buy
398,057
+135,767
+52% +$15.7M 0.37% 100
2023
Q2 		$31.1M Buy
262,290
+17,239
+7% +$2.03M 0.26% 136
2023
Q1 		$29.8M Buy
245,051
+6,453
+3% +$851K 0.26% 138
2022
Q4 		$32.8M Buy
238,598
+4,953
+2% +$679K 0.29% 128
2022
Q3 		$28.7M Sell
233,645
-1,617
-0.7% -$212K 0.28% 128
2022
Q2 		$32.7M Buy
235,262
+4,880
+2% +$686K 0.31% 120
2022
Q1 		$33.5M Buy
230,382
+30,827
+15% +$4.2M 0.28% 129
2021
Q4 		$27.4M Buy
199,555
+1,001
+0.5% +$138K 0.22% 154
2021
Q3 		$25M Sell
198,554
-2,779
-1% -$363K 0.22% 154
2021
Q2 		$25.1M Buy
201,333
+18,032
+10% +$2.25M 0.22% 156
2021
Q1 		$20.9M Buy
183,301
+62,570
+52% +$6.47M 0.2% 164
2020
Q4 		$10.6M Buy
120,731
+192
+0.2% +$15.7K 0.11% 204
2020
Q3 		$8.07M Buy
120,539
+2,113
+2% +$136K 0.1% 206
2020
Q2 		$7.51M Buy
118,426
+43,516
+58% +$2.8M 0.1% 205
2020
Q1 		$5.25M Sell
74,910
-250
-0.3% -$24.1K 0.08% 211
2019
Q4 		$8.24M Buy
75,160
+2,786
+4% +$298K 0.1% 213
2019
Q3 		$7.8M Buy
72,374
+5,554
+8% +$575K 0.1% 214
2019
Q2 		$6.85M Buy
66,820
+257
+0.4% +$25.8K 0.09% 216
2019
Q1 		$6.4M Buy
66,563
+10
+0% +$958 0.09% 215
2018
Q4 		$6.03M Sell
66,553
-38,280
-37% -$3.84M 0.1% 208
2018
Q3 		$11.6M Sell
104,833
-12,029
-10% -$1.34M 0.16% 171
2018
Q2 		$12.5M Buy
116,862
+6,176
+6% +$684K 0.18% 160
2018
Q1 		$12.4M Buy
110,686
+523
+0.5% +$58.5K 0.19% 154
2017
Q4 		$12M Buy
110,163
+2,111
+2% +$222K 0.18% 162
2017
Q3 		$11.2M Sell
108,052
-110
-0.1% -$11.2K 0.17% 169
2017
Q2 		$10.7M Buy
108,162
+3,058
+3% +$299K 0.17% 169
2017
Q1 		$10M Buy
105,104
+3,198
+3% +$293K 0.16% 175
2016
Q4 		$8.98M Buy
101,906
+2,606
+3% +$209K 0.14% 181
2016
Q3 		$7.45M Sell
99,300
-2,028
-2% -$150K 0.12% 193
2016
Q2 		$7.49M Buy
+101,328
New +$7.18M 0.13% 192

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden's AFG Position: Q1 2026 in Review

Boston Trust Walden increased its American Financial Group (AFG) stake by 12% in Q1 2026, buying an estimated $7.28M and bringing the position to 525,691 shares worth $67.1M. The position accounts for 0.55% of the portfolio, ranked #59.

Boston Trust Walden first reported a position in AFG in Q2 2016 and has held it in 40 quarters since. The position peaked at $79.2M in Q3 2025. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Boston Trust Walden held 525,691 shares of American Financial Group worth $67.1M as of Q1 2026.
  • Boston Trust Walden bought 56,046 American Financial Group shares in Q1 2026, an estimated $7.28M.
  • American Financial Group made up 0.55% of Boston Trust Walden's portfolio in Q1 2026, its #59 holding.
  • Boston Trust Walden first reported a position in American Financial Group in Q2 2016 and has held it in 40 quarters since.
  • Boston Trust Walden's American Financial Group position peaked at $79.2M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.