Halbert Hargrove Global Advisors’s American Financial Group AFG Stock Holding History

Halbert Hargrove Global Advisors’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	$9.09K	Hold	65	–	–	﹤0.01%	314
2026 Q1	$8.29K	Hold	65	–	–	﹤0.01%	296
2025 Q4	$8.87K	Hold	65	–	–	﹤0.01%	300
2025 Q3	$9.46K	Hold	65	–	–	﹤0.01%	339
2025 Q2	$8.19K	Hold	65	–	–	﹤0.01%	240
2025 Q1	$8.53K	Hold	65	–	–	﹤0.01%	265
2024 Q4	$8.89K	Buy	+65	New	+$8.95K	﹤0.01%	236
2014 Q4	–	Sell	-168	Closed	-$2.18M	–	141
2014 Q3	$2.18M	Buy	+168	New	+$9.83K	0.6%	9

Other funds holding AFG

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Halbert Hargrove Global Advisors's AFG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its American Financial Group (AFG) position steady in Q2 2026 at 65 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Halbert Hargrove Global Advisors first reported a position in AFG in Q3 2014 and has held it in 8 quarters since. The position peaked at $2.18M in Q3 2014. 171 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

Halbert Hargrove Global Advisors held 65 shares of American Financial Group worth $9.09K as of Q2 2026.
Halbert Hargrove Global Advisors left its American Financial Group share count unchanged in Q2 2026.
American Financial Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #314 holding.
Halbert Hargrove Global Advisors first reported a position in American Financial Group in Q3 2014 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's American Financial Group position peaked at $2.18M in Q3 2014.
171 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.