Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s American Financial Group AFG Stock Holding History

Jacobs Levy Equity Management’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
2025
Q2 		– Sell
-22,964
Closed -$3.02M – 1025
2025
Q1 		$3.02M Buy
22,964
+19,798
+625% +$2.56M 0.01% 569
2024
Q4 		$434K Sell
3,166
-6,127
-66% -$843K ﹤0.01% 833
2024
Q3 		$1.25M Buy
9,293
+6,127
+194% +$794K ﹤0.01% 684
2024
Q2 		$389K Buy
+3,166
New +$407K ﹤0.01% 867
2022
Q2 		– Sell
-17,567
Closed -$2.56M – 989
2022
Q1 		$2.56M Buy
+17,567
New +$2.4M 0.02% 574
2021
Q4 		– Sell
-13,037
Closed -$1.64M – 963
2021
Q3 		$1.64M Sell
13,037
-265
-2% -$34.6K 0.01% 650
2021
Q2 		$1.66M Sell
13,302
-13,550
-50% -$1.69M 0.01% 637
2021
Q1 		$3.06M Sell
26,852
-124,745
-82% -$12.9M 0.02% 521
2020
Q4 		$13.3M Sell
151,597
-14,853
-9% -$1.22M 0.12% 205
2020
Q3 		$11.1M Buy
166,450
+153,352
+1,171% +$9.9M 0.12% 195
2020
Q2 		$831K Buy
+13,098
New +$844K 0.01% 704
2017
Q3 		– Sell
-33,344
Closed -$3.31M – 941
2017
Q2 		$3.31M Sell
33,344
-6,180
-16% -$605K 0.07% 314
2017
Q1 		$3.77M Buy
+39,524
New +$3.62M 0.08% 301
2015
Q4 		– Sell
-6,080
Closed -$419K – 794
2015
Q3 		$419K Hold
6,080
– – 0.01% 603
2015
Q2 		$395K Hold
6,080
– – 0.01% 605
2015
Q1 		$390K Sell
6,080
-17,660
-74% -$1.09M 0.01% 611
2014
Q4 		$1.44M Buy
23,740
+4,880
+26% +$290K 0.02% 439
2014
Q3 		$1.09M Buy
18,860
+9,610
+104% +$562K 0.02% 480
2014
Q2 		$551K Buy
+9,250
New +$539K 0.01% 611
2014
Q1 		– Sell
-93,040
Closed -$5.37M – 880
2013
Q4 		$5.37M Sell
93,040
-3,760
-4% -$211K 0.08% 276
2013
Q3 		$5.23M Sell
96,800
-101,500
-51% -$5.3M 0.09% 267
2013
Q2 		$9.7M Buy
+198,300
New +$9.6M 0.17% 173

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Financial Group Inc 401(K) Retirement & Savings Plan
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management's AFG Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of American Financial Group (AFG) in Q2 2025, closing a stake of 22,964 shares — an estimated $3.02M sold.

Jacobs Levy Equity Management first reported a position in AFG in Q2 2013 and held it in 22 quarters. The position peaked at $13.3M in Q4 2020. 461 funds tracked by Wall St. Rank hold AFG as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining American Financial Group position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 22,964 American Financial Group shares in Q2 2025, an estimated $3.02M.
  • Jacobs Levy Equity Management first reported a position in American Financial Group in Q2 2013 and held it in 22 quarters.
  • Jacobs Levy Equity Management's American Financial Group position peaked at $13.3M in Q4 2020.
  • 461 funds tracked by Wall St. Rank held American Financial Group as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.