Mercer Global Advisors
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Mercer Global Advisors’s American Financial Group AFG Stock Holding History

Mercer Global Advisors’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 		$1.24M Buy
9,687
+3,560
+58% +$462K ﹤0.01% 1458
2025
Q4 		$837K Sell
6,127
-23
-0.4% -$3.16K ﹤0.01% 1557
2025
Q3 		$896K Buy
6,150
+129
+2% +$17.1K ﹤0.01% 1437
2025
Q2 		$760K Sell
6,021
-717
-11% -$89.7K ﹤0.01% 1349
2025
Q1 		$885K Buy
6,738
+1,907
+39% +$246K ﹤0.01% 1195
2024
Q4 		$662K Buy
+4,831
New +$665K ﹤0.01% 1295
2024
Q1 		– Sell
-3,978
Closed -$473K – 1958
2023
Q4 		$473K Sell
3,978
-188
-5% -$21.2K ﹤0.01% 1355
2023
Q3 		$465K Buy
4,166
+167
+4% +$19.3K ﹤0.01% 1288
2023
Q2 		$475K Sell
3,999
-226
-5% -$26.6K ﹤0.01% 1258
2023
Q1 		$513K Sell
4,225
-13
-0.3% -$1.71K ﹤0.01% 1188
2022
Q4 		$582K Buy
4,238
+162
+4% +$22.2K ﹤0.01% 1130
2022
Q3 		$501K Buy
4,076
+466
+13% +$61.1K ﹤0.01% 1136
2022
Q2 		$501K Sell
3,610
-58
-2% -$8.16K ﹤0.01% 1146
2022
Q1 		$534K Buy
3,668
+73
+2% +$9.96K ﹤0.01% 1196
2021
Q4 		$494K Buy
3,595
+34
+1% +$4.67K ﹤0.01% 1210
2021
Q3 		$448K Sell
3,561
-9
-0.3% -$1.18K ﹤0.01% 1218
2021
Q2 		$445K Sell
3,570
-1,259
-26% -$157K ﹤0.01% 1200
2021
Q1 		$551K Sell
4,829
-1,928
-29% -$199K 0.01% 1041
2020
Q4 		$592K Sell
6,757
-421
-6% -$34.5K 0.01% 799
2020
Q3 		$481K Sell
7,178
-649
-8% -$41.8K 0.01% 788
2020
Q2 		$497K Sell
7,827
-553
-7% -$35.6K 0.01% 684
2020
Q1 		$587K Buy
8,380
+4,846
+137% +$468K 0.01% 621
2019
Q4 		$387K Sell
3,534
-255
-7% -$27.3K 0.01% 822
2019
Q3 		$408K Buy
+3,789
New +$392K 0.01% 766

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

Mercer Global Advisors's AFG Position: Q1 2026 in Review

Mercer Global Advisors increased its American Financial Group (AFG) stake by 58% in Q1 2026, buying an estimated $462K and bringing the position to 9,687 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Mercer Global Advisors first reported a position in AFG in Q3 2019 and has held it in 24 quarters since. 488 funds tracked by Wall St. Rank hold AFG as of Q1 2026.

  • Mercer Global Advisors held 9,687 shares of American Financial Group worth $1.24M as of Q1 2026.
  • Mercer Global Advisors bought 3,560 American Financial Group shares in Q1 2026, an estimated $462K.
  • American Financial Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1458 holding.
  • Mercer Global Advisors first reported a position in American Financial Group in Q3 2019 and has held it in 24 quarters since.
  • 488 funds tracked by Wall St. Rank held American Financial Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.