SGI
AFG icon

Summit Global Investments’s American Financial Group AFG Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-32,435
Closed -$4.37M – 527
2024
Q3 		$4.37M Sell
32,435
-2,454
-7% -$318K 0.28% 72
2024
Q2 		$4.29M Buy
34,889
+27,015
+343% +$3.48M 0.29% 74
2024
Q1 		$1.07M Buy
7,874
+5,367
+214% +$668K 0.08% 198
2023
Q4 		$298K Buy
+2,507
New +$283K 0.02% 431
2023
Q3 		– Sell
-1,770
Closed -$210K – 504
2023
Q2 		$210K Sell
1,770
-7,040
-80% -$830K 0.01% 504
2023
Q1 		$1.07M Buy
+8,810
New +$1.16M 0.08% 224

Other funds holding AFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Global Investments's AFG Position: Q4 2024 in Review

Summit Global Investments sold out of American Financial Group (AFG) in Q4 2024, closing a stake of 32,435 shares — an estimated $4.37M sold.

Summit Global Investments first reported a position in AFG in Q1 2023 and held it in 6 quarters. The position peaked at $4.37M in Q3 2024. 452 funds tracked by Wall St. Rank hold AFG as of Q4 2024.

  • Summit Global Investments reported no remaining American Financial Group position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 32,435 American Financial Group shares in Q4 2024, an estimated $4.37M.
  • Summit Global Investments first reported a position in American Financial Group in Q1 2023 and held it in 6 quarters.
  • Summit Global Investments's American Financial Group position peaked at $4.37M in Q3 2024.
  • 452 funds tracked by Wall St. Rank held American Financial Group as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.