MCM
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MAI Capital Management’s American Financial Group AFG Stock Holding History

MAI Capital 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
2026
Q1 		$254K Buy
1,990
+1,008
+103% +$131K ﹤0.01% 1350
2025
Q4 		$134K Buy
982
+379
+63% +$52K ﹤0.01% 1487
2025
Q3 		$87.9K Sell
603
-61
-9% -$8.09K ﹤0.01% 1637
2025
Q2 		$83.8K Buy
664
+77
+13% +$9.63K ﹤0.01% 1570
2025
Q1 		$77.1K Hold
587
– – ﹤0.01% 1530
2024
Q4 		$80.4K Buy
+587
New +$80.8K ﹤0.01% 1539
2023
Q2 		– Sell
-1,757
Closed -$214K – 1078
2023
Q1 		$214K Sell
1,757
-1,774
-50% -$234K ﹤0.01% 927
2022
Q4 		$485K Buy
3,531
+433
+14% +$59.3K 0.01% 624
2022
Q3 		$381K Buy
+3,098
New +$406K 0.01% 633
2022
Q2 		– Sell
-1,377
Closed -$201K – 896
2022
Q1 		$201K Buy
+1,377
New +$188K ﹤0.01% 831

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