GC
AFG icon

Gillson Capital’s American Financial Group AFG Stock Holding History

Gillson Capital’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 		$6.87M Buy
53,790
+14,800
+38% +$1.92M 0.56% 51
2025
Q4 		$5.33M Sell
38,990
-175,601
-82% -$24.1M 0.35% 60
2025
Q3 		$31.3M Buy
214,591
+164,791
+331% +$21.9M 2.71% 8
2025
Q2 		$6.29M Buy
+49,800
New +$6.23M 0.48% 52
2024
Q3 		– Sell
-134,495
Closed -$16.5M – 64
2024
Q2 		$16.5M Sell
134,495
-31,505
-19% -$4.05M 1.6% 29
2024
Q1 		$22.7M Buy
+166,000
New +$20.7M 2.15% 20
2022
Q4 		– Sell
-173,134
Closed -$21.3M – 90
2022
Q3 		$21.3M Sell
173,134
-74,468
-30% -$9.77M 1.95% 17
2022
Q2 		$34.4M Buy
247,602
+57,232
+30% +$8.05M 3.33% 4
2022
Q1 		$27.7M Buy
190,370
+133,694
+236% +$18.2M 2.22% 8
2021
Q4 		$7.78M Sell
56,676
-29,991
-35% -$4.12M 0.51% 66
2021
Q3 		$10.9M Sell
86,667
-21,081
-20% -$2.75M 0.8% 43
2021
Q2 		$13.4M Sell
107,748
-26,928
-20% -$3.37M 1.26% 23
2021
Q1 		$15.4M Buy
+134,676
New +$13.9M 1.29% 23
2020
Q4 		– Sell
-99,299
Closed -$6.65M – 97
2020
Q3 		$6.65M Buy
+99,299
New +$6.4M 0.97% 44
2019
Q2 		– Sell
-172,116
Closed -$16.6M – 81
2019
Q1 		$16.6M Sell
172,116
-88,850
-34% -$8.51M 2.14% 17
2018
Q4 		$23.6M Buy
260,966
+77,213
+42% +$7.74M 3.22% 10
2018
Q3 		$20.4M Buy
183,753
+20,454
+13% +$2.28M 2.63% 12
2018
Q2 		$17.5M Buy
163,299
+58,518
+56% +$6.48M 2.49% 18
2018
Q1 		$11.8M Sell
104,781
-14,850
-12% -$1.66M 2.07% 20
2017
Q4 		$13M Buy
+119,631
New +$12.6M 2.18% 20

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

Gillson Capital's AFG Position: Q1 2026 in Review

Gillson Capital increased its American Financial Group (AFG) stake by 38% in Q1 2026, buying an estimated $1.92M and bringing the position to 53,790 shares worth $6.87M. The position accounts for 0.56% of the portfolio, ranked #51.

Gillson Capital first reported a position in AFG in Q4 2017 and has held it in 20 quarters since. The position peaked at $34.4M in Q2 2022. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Gillson Capital held 53,790 shares of American Financial Group worth $6.87M as of Q1 2026.
  • Gillson Capital bought 14,800 American Financial Group shares in Q1 2026, an estimated $1.92M.
  • American Financial Group made up 0.56% of Gillson Capital's portfolio in Q1 2026, its #51 holding.
  • Gillson Capital first reported a position in American Financial Group in Q4 2017 and has held it in 20 quarters since.
  • Gillson Capital's American Financial Group position peaked at $34.4M in Q2 2022.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.