American Financial Group, Inc.· AFG

🇺🇸 US · LargeSP400NYSE

Financial Services Insurance - Property & Casualty Website

Price: $142.31
Day: -0.39%
Mkt Cap: $11.82B
52W Range: $123.09 – $150.02
Volume: 1.02M
Beta: 0.60

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 521 institutions hold; 282 added, 145 reduced
Insiders Q3 2026: no purchases, 5 sales ($13.7M)

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American Financial Group, Inc.

AFG|Financial Services|Insurance - Property & Casualty

Current price: $142

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

19x

vs own 6-quarter average

Seller breadth · Q3 2026

4 sellers

vs 1.4 avg per quarter

Institutional net breadth · Q2 2026

+162

371 adding vs 209 reducing

Institutional ownership · Q2 2026

72.4%

521 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.7M

+13.2%

FMR LLC

5.5M

-13.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6M

-8.2%

STATE STREET CORP

3.1M

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

3.0M

-7.5%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.3M

+10.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

189

72 buying189 unchanged72 selling

330 funds held AFG in Q2 2026, holding 30.5M shares between them, down 3.9% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.2M sh

NATIONWIDE MUTUAL FUNDS9.2K sh

Aspiriant Trust8.2K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 26

LINDNER CARL H III

$11.7M

Sale · Jun 23

Thompson David Lawrence Jr

$1.5M

Sale · Aug 21

Lindner Stephen Craig Jr

$1.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AFG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+82

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for AFG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q3 2026

5 sales totaling $13.7M (95.0K shares)

Share volume is 19x the historical average, extreme level

4 different insiders sold this quarter

Buying seen in 2 of 15 quarters

Steady selling pace across recent quarters

19x

Selling pace

vs own 6-qtr average

Heavy

2.02%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 1.2 avg per quarter

Q1 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, AFG

Top 8 highest-value insider trades from the last 8 quarters

LINDNER CARL H III

Co-CEO

Sell

81,373 shares at $144.28

≈2.6% of their stake at the time

Aug 26, 2026$11.74M

Thompson David Lawrence Jr

President of Subsidiary

Sell

11,370 shares at $135.05

≈1.9% of their stake at the time

Jun 23, 2026$1.54M

Lindner Stephen Craig Jr

Director

Sell

10,000 shares at $134.31

≈3.0% of their stake at the time

Aug 21, 2025$1.34M

LINDNER CARL H III

Co-CEO

Sell

8,627 shares at $144.66

≈0.3% of their stake at the time

Aug 24, 2026$1.25M

Weiss Mark A

Sr. VP & General Counsel

Sell

2,813 shares at $144.76

≈29.7% of their stake at the time

Aug 6, 2026$407.21K

JOSEPH GREGORY G

Director

Buy

3,000 shares at $121.00

≈5.2% of their stake after buying

Feb 20, 2025$362.99K

VON LEHMAN JOHN I

Director

Sell

2,542 shares at $125.67

≈18.7% of their stake at the time

Mar 18, 2025$319.44K

Gillis Michelle A

SVP

Sell

2,247 shares at $139.00

≈14.6% of their stake at the time

Jun 24, 2026$312.33K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for AFG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

72.4% institutional ownership

Moderate accumulation: 371 adding vs 209 reducing

13F shares increased by 6.0%, a significant shift

Momentum improving from prior quarter

+162

Net breadth

371 adding vs 209 reducing

Accumulating

1.78

Add / reduce ratio

in Q2 2026

+25

New − closed

89 initiated, 64 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+371 growing-209 shrinkingNet: +162

282

145

New (89)

Increased (282)

Reduced (145)

Closed (64)

Top Institutional Holders, AFG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.7M

$1.1B

Ownership

9.29%

+13.2%

FMR LLC

5.5M

$765.0M

Ownership

6.59%

-13.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6M

$501.0M

Ownership

4.31%

-8.2%

STATE STREET CORP

3.1M

$431.0M

Ownership

3.71%

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

3.0M

$423.5M

Ownership

3.65%

-7.5%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.3M

$323.9M

Ownership

2.79%

+10.6%

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.

2.3M

$323.9M

Ownership

2.79%

+100.0%

AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN

2.2M

$314.2M

Ownership

2.71%

-4.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 333 ETFs and mutual funds reporting

72 buying72 sellingNet: 0

189

Buying (72)

Unchanged (189)

Selling (72)

In total, funds bought 1.2M shares and sold 2.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

333 ETFs and mutual funds reporting

72 buying vs 72 selling (balanced)

Top Fund Holders, AFG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.2M

Weight

6.18%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

9.2K

Weight

0.00%

Jul 31, 2026Decreased

Aspiriant Trust

8.2K

Weight

0.06%

Jun 30, 2026No change

WILLIAMSBURG INVESTMENT TRUST

8.0K

Weight

0.26%

Jun 30, 2026No change

Northern Lights Fund Trust

8.0K

Weight

0.02%

Jul 31, 2026No change

VIRTUS ASSET TRUST

7.6K

Weight

0.03%

Jun 30, 2026No change

Mercer Funds

7.3K

Weight

0.00%

Jun 30, 2026No change

STERLING CAPITAL FUNDS

7.0K

Weight

0.03%

Jun 30, 2026No change

American Financial Group, Inc.· AFG

Holdings Analysis

Insider Trading Activity

1.3Transaction History72Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings134Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History72Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings134Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights