Cerity Partners
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Cerity Partners’s American Financial Group AFG Stock Holding History

Cerity Partners’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
Q2 		$3.76M Buy
26,891
+17,017
+172% +$2.26M ﹤0.01% 1238
2026
Q1 		$1.26M Buy
9,874
+6,432
+187% +$835K ﹤0.01% 1735
2025
Q4 		$470K Buy
+3,442
New +$472K ﹤0.01% 2147
2025
Q3 		– Sell
-2,941
Closed -$371K – 2742
2025
Q2 		$371K Buy
2,941
+1,130
+62% +$141K ﹤0.01% 2031
2025
Q1 		$238K Sell
1,811
-1,521
-46% -$196K ﹤0.01% 2133
2024
Q4 		$453K Sell
3,332
-2,033
-38% -$280K ﹤0.01% 1821
2024
Q3 		$722K Buy
5,365
+781
+17% +$101K ﹤0.01% 1572
2024
Q2 		$564K Sell
4,584
-306
-6% -$39.4K ﹤0.01% 1492
2024
Q1 		$667K Buy
4,890
+1,754
+56% +$218K ﹤0.01% 1459
2023
Q4 		$373K Buy
3,136
+283
+10% +$31.9K ﹤0.01% 1411
2023
Q3 		$319K Sell
2,853
-265
-8% -$30.6K ﹤0.01% 1126
2023
Q2 		$370K Buy
3,118
+1,648
+112% +$194K ﹤0.01% 1308
2023
Q1 		$1.41M Buy
+1,470
New +$194K ﹤0.01% 842

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's AFG Position: Q2 2026 in Review

Cerity Partners increased its American Financial Group (AFG) stake by 172% in Q2 2026, buying an estimated $2.26M and bringing the position to 26,891 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Cerity Partners first reported a position in AFG in Q1 2023 and has held it in 13 quarters since. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Cerity Partners held 26,891 shares of American Financial Group worth $3.76M as of Q2 2026.
  • Cerity Partners bought 17,017 American Financial Group shares in Q2 2026, an estimated $2.26M.
  • American Financial Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1238 holding.
  • Cerity Partners first reported a position in American Financial Group in Q1 2023 and has held it in 13 quarters since.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.