Marshall Wace
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Marshall Wace’s American Financial Group AFG Stock Holding History

Marshall Wace’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 		$1.12M Sell
7,995
-22,759
-74% -$3.02M ﹤0.01% 2143
2026
Q1 		$3.93M Buy
30,754
+27,618
+881% +$3.59M ﹤0.01% 1416
2025
Q4 		$429K Buy
3,136
+1,600
+104% +$220K ﹤0.01% 2305
2025
Q3 		$224K Buy
+1,536
New +$204K ﹤0.01% 2544
2025
Q2 		– Sell
-2,600
Closed -$341K – 2648
2025
Q1 		$341K Sell
2,600
-21,785
-89% -$2.81M ﹤0.01% 2214
2024
Q4 		$3.34M Buy
+24,385
New +$3.36M ﹤0.01% 1241
2024
Q3 		– Sell
-12,298
Closed -$1.51M – 2451
2024
Q2 		$1.51M Buy
+12,298
New +$1.58M ﹤0.01% 1498
2020
Q4 		– Sell
-29,994
Closed -$2.01M – 1838
2020
Q3 		$2.01M Sell
29,994
-68,952
-70% -$4.44M 0.01% 805
2020
Q2 		$6.28M Buy
98,946
+98,748
+49,873% +$6.36M 0.04% 408
2020
Q1 		$14K Buy
+198
New +$19.1K ﹤0.01% 1535
2019
Q1 		– Sell
-2,974
Closed -$269K – 1682
2018
Q4 		$269K Buy
+2,974
New +$298K ﹤0.01% 1237
2015
Q4 		– Sell
-3,900
Closed -$269K – 955
2015
Q3 		$269K Buy
+3,900
New +$270K ﹤0.01% 820
2014
Q4 		– Sell
-2,962
Closed -$171K – 793
2014
Q3 		$171K Sell
2,962
-3,238
-52% -$189K ﹤0.01% 798
2014
Q2 		$369K Buy
+6,200
New +$361K 0.01% 681

Other funds holding AFG

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace's AFG Position: Q2 2026 in Review

Marshall Wace reduced its American Financial Group (AFG) stake by 74% in Q2 2026, selling an estimated $3.02M and leaving 7,995 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Marshall Wace first reported a position in AFG in Q2 2014 and has held it in 14 quarters since. The position peaked at $6.28M in Q2 2020. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Marshall Wace held 7,995 shares of American Financial Group worth $1.12M as of Q2 2026.
  • Marshall Wace sold 22,759 American Financial Group shares in Q2 2026, an estimated $3.02M.
  • American Financial Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2143 holding.
  • Marshall Wace first reported a position in American Financial Group in Q2 2014 and has held it in 14 quarters since.
  • Marshall Wace's American Financial Group position peaked at $6.28M in Q2 2020.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.