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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's AFG Position: Q1 2026 in Review

Cerity Partners increased its American Financial Group (AFG) stake by 187% in Q1 2026, buying an estimated $835K and bringing the position to 9,874 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Cerity Partners first reported a position in AFG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q1 2023. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

Cerity Partners held 9,874 shares of American Financial Group worth $1.26M as of Q1 2026.
Cerity Partners bought 6,432 American Financial Group shares in Q1 2026, an estimated $835K.
American Financial Group made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1735 holding.
Cerity Partners first reported a position in American Financial Group in Q1 2023 and has held it in 12 quarters since.
Cerity Partners's American Financial Group position peaked at $1.41M in Q1 2023.
488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.