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
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 $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

Marshall Wace's AFG Position: Q1 2026 in Review

Marshall Wace increased its American Financial Group (AFG) stake by 881% in Q1 2026, buying an estimated $3.59M and bringing the position to 30,754 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Marshall Wace first reported a position in AFG in Q2 2014 and has held it in 13 quarters since. The position peaked at $6.28M in Q2 2020. 489 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Marshall Wace held 30,754 shares of American Financial Group worth $3.93M as of Q1 2026.
  • Marshall Wace bought 27,618 American Financial Group shares in Q1 2026, an estimated $3.59M.
  • American Financial Group made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1416 holding.
  • Marshall Wace first reported a position in American Financial Group in Q2 2014 and has held it in 13 quarters since.
  • Marshall Wace's American Financial Group position peaked at $6.28M in Q2 2020.
  • 489 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.