Leavell Investment Management’s American Financial Group AFG Stock Holding History

Leavell Investment 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 Q3	–	Sell	-8,000	Closed	-$1.01M	–	590
2025 Q2	$1.01M	Hold	8,000	–	–	0.05%	301
2025 Q1	$1.05M	Sell	8,000 -600	-7%	-$77.5K	0.05%	278
2024 Q4	$1.18M	Hold	8,600	–	–	0.06%	264
2024 Q3	$1.16M	Hold	8,600	–	–	0.06%	275
2024 Q2	$1.06M	Hold	8,600	–	–	0.06%	266
2024 Q1	$1.17M	Hold	8,600	–	–	0.07%	245
2023 Q4	$1.02M	Hold	8,600	–	–	0.07%	259
2023 Q3	$960K	Hold	8,600	–	–	0.07%	250
2023 Q2	$1.02M	Hold	8,600	–	–	0.07%	240
2023 Q1	$1.04M	Hold	8,600	–	–	0.07%	235
2022 Q4	$1.18M	Hold	8,600	–	–	0.09%	215
2022 Q3	$1.06M	Hold	8,600	–	–	0.08%	216
2022 Q2	$1.19M	Hold	8,600	–	–	0.09%	198
2022 Q1	$1.25M	Hold	8,600	–	–	0.09%	211
2021 Q4	$1.18M	Hold	8,600	–	–	0.08%	219
2021 Q3	$1.12M	Hold	8,600	–	–	0.08%	207
2021 Q2	$981K	Hold	8,600	–	–	0.08%	203
2021 Q1	$981K	Hold	8,600	–	–	0.08%	203
2020 Q4	$754K	Hold	8,600	–	–	0.07%	227
2020 Q3	$576K	Buy	8,600 +1,000	+13%	+$64.4K	0.05%	251
2020 Q2	$482K	Hold	7,600	–	–	0.05%	258
2020 Q1	$533K	Hold	7,600	–	–	0.06%	223
2019 Q4	$833K	Hold	7,600	–	–	0.08%	203
2019 Q3	$820K	Hold	7,600	–	–	0.08%	197
2019 Q2	$779K	Hold	7,600	–	–	0.08%	212
2019 Q1	$731K	Hold	7,600	–	–	0.08%	209
2018 Q4	$688K	Hold	7,600	–	–	0.09%	207
2018 Q3	$843K	Hold	7,600	–	–	0.09%	203
2018 Q2	$816K	Hold	7,600	–	–	0.09%	198
2018 Q1	$853K	Hold	7,600	–	–	0.1%	191
2017 Q4	$825K	Hold	7,600	–	–	0.1%	198
2017 Q3	$786K	Hold	7,600	–	–	0.1%	195
2017 Q2	$755K	Hold	7,600	–	–	0.1%	197
2017 Q1	$725K	Hold	7,600	–	–	0.09%	194
2016 Q4	$670K	Hold	7,600	–	–	0.09%	194
2016 Q3	$570K	Hold	7,600	–	–	0.08%	214
2016 Q2	$562K	Buy	7,600 +500	+7%	+$35.4K	0.08%	216
2016 Q1	$500K	Hold	7,100	–	–	0.07%	223
2015 Q4	$512K	Buy	7,100 +500	+8%	+$36K	0.08%	223
2015 Q3	$455K	Hold	6,600	–	–	0.07%	233
2015 Q2	$429K	Hold	6,600	–	–	0.07%	260
2015 Q1	$423K	Hold	6,600	–	–	0.06%	277
2014 Q4	$401K	Hold	6,600	–	–	0.06%	276
2014 Q3	$382K	Hold	6,600	–	–	0.06%	267
2014 Q2	$393K	Hold	6,600	–	–	0.06%	261
2014 Q1	$381K	Hold	6,600	–	–	0.06%	265
2013 Q4	$381K	Hold	6,600	–	–	0.06%	260
2013 Q3	$357K	Hold	6,600	–	–	0.06%	258
2013 Q2	$323K	Buy	+6,600	New	+$318K	0.06%	268

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leavell Investment Management's AFG Position: Q3 2025 in Review

Leavell Investment Management sold out of American Financial Group (AFG) in Q3 2025, closing a stake of 8,000 shares — an estimated $1.01M sold.

Leavell Investment Management first reported a position in AFG in Q2 2013 and held it in 49 quarters. The position peaked at $1.25M in Q1 2022. 488 funds tracked by Wall St. Rank hold AFG as of Q3 2025.

Leavell Investment Management reported no remaining American Financial Group position as of Q3 2025 after selling out during the quarter.
Leavell Investment Management sold 8,000 American Financial Group shares in Q3 2025, an estimated $1.01M.
Leavell Investment Management first reported a position in American Financial Group in Q2 2013 and held it in 49 quarters.
Leavell Investment Management's American Financial Group position peaked at $1.25M in Q1 2022.
488 funds tracked by Wall St. Rank held American Financial Group as of Q3 2025.

Based on Leavell Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.