AFGNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31Also trades as AFGB, AFGC, AFGD, AFGE
AMERICAN FINANCIAL GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$148.08−1.05 (-0.70%)
Close on Oct 19, 2026
- Market cap
- $12.29B
- P/E (TTM)
- 12.9
- Dividend yield
- 4.92%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58M
Shares held, 13F filers
Institutional holders
515
87 new, 60 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $16.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,071,034 | 8.50% | 13G (passive) amendment | Sep 30, 2025 |
| FMR LLC | 6,586,231 | 7.90% | 13G (passive) amendment | Jun 30, 2025 |
| Carl H. Lindner III | 5,662,146 | 6.80% | 13D (active) amendment | Apr 3, 2026 |
| Abigail P. Johnson | 5,441,789 | 6.50% | 13G (passive) amendment | Jun 30, 2026 |
| S. Craig Lindner | 5,141,226 | 6.20% | 13D (active) amendment | Apr 3, 2026 |
| American Financial Group, Inc. | 1,722,222 | 6.33% | 13G (passive) | Nov 1, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AFG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,712,799 | – | $1.08B | +877,722 | 0.02% |
| FMR LLC | 5,466,871 | – | $765.03M | −906,568 | 0.03% |
| Vanguard Portfolio Management LLC | 3,580,166 | – | $501.01M | −331,900 | 0.02% |
| State Street Corp | 3,080,102 | – | $431.03M | +68,985 | 0.01% |
| Vanguard Capital Management LLC | 3,026,309 | – | $423.50M | −258,527 | 0.01% |
| Charles Schwab Investment Management Inc | 2,314,583 | – | $323.90M | +214,174 | 0.04% |
| American Financial Group Inc 401(K) Retirement & Savings Plan | 2,245,258 | – | $314.20M | −121,453 | 100.00% |
| Geode Capital Management, LLC | 1,737,126 | – | $243.14M | +64,406 | 0.01% |
| Victory Capital Management Inc | 1,619,156 | – | $226.58M | −418,809 | 0.13% |
| Dimensional Fund Advisors LP | 1,611,494 | – | $225.51M | +104,984 | 0.04% |
| Aqr Capital Management LLC | 1,441,927 | – | $200.27M | +761,838 | 0.07% |
| Goldman Sachs Group Inc | 1,146,159 | – | $160.39M | +115,236 | 0.01% |
| Norges Bank | 945,934 | – | $132.37M | New | 0.01% |
| Morgan Stanley | 843,366 | – | $118.02M | −59,146 | 0.01% |
| Northern Trust Corp | 803,704 | – | $112.47M | +14,131 | 0.01% |
| Invesco Ltd. | 744,760 | – | $104.22M | −35,302 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 744,635 | – | $104.20M | +313,491 | 0.05% |
| Bank of New York Mellon Corp | 733,098 | – | $102.59M | −44,975 | 0.02% |
| Balyasny Asset Management L.P. | 695,896 | – | $97.38M | −79,529 | 0.12% |
| Qube Research & Technologies Ltd | 613,567 | – | $85.86M | +270,383 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 515 | 58M | 87 / 192 | 145 / 60 | 7M | 6M |
| Q1 2026 | 492 | 57M | 82 / 176 | 165 / 97 | 14M | 8M |
| Q4 2025 | 513 | 59M | 86 / 179 | 163 / 53 | 5M | 4M |
| Q3 2025 | 489 | 58M | 81 / 149 | 182 / 45 | 4M | 4M |
| Q2 2025 | 459 | 58M | 58 / 160 | 170 / 73 | 5M | 4M |
| Q1 2025 | 481 | 57M | 85 / 187 | 138 / 51 | 5M | 5M |
| Q4 2024 | 452 | 56M | 76 / 175 | 130 / 41 | 3M | 2M |
| Q3 2024 | 423 | 56M | 51 / 180 | 119 / 50 | 11M | 3M |
| Q2 2024 | 426 | 56M | 54 / 157 | 147 / 42 | 3M | 4M |
| Q1 2024 | 419 | 57M | 54 / 162 | 135 / 45 | 4M | 2M |
| Q4 2023 | 412 | 55M | 64 / 148 | 142 / 40 | 4M | 3M |
| Q3 2023 | 394 | 55M | 34 / 147 | 152 / 58 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AFG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,360,052 | – | $330.27M | 0.27% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,110,034 | – | $295.28M | 0.01% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 1,654,916 | – | $214.81M | 0.23% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,523,698 | – | $213.23M | 0.11% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,481,851 | – | $192.34M | 0.08% | May 31, 2026 |
| Victory Sycamore Established Value Fund | 1,170,000 | – | $163.73M | 1.06% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 965,644 | – | $135.13M | 0.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 789,880 | – | $110.54M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 695,709 | – | $97.36M | 0.46% | Jun 30, 2026 |
| Fidelity Equity-Income Fund | 505,402 | – | $71.63M | 0.60% | Jul 31, 2026 |
| Fidelity Balanced Fund | 436,975 | – | $56.72M | 0.09% | May 31, 2026 |
| Fidelity Low-Priced Stock Fund | 430,202 | – | $60.97M | 0.25% | Jul 31, 2026 |
| Invesco S&P MidCap Quality ETF | 411,974 | – | $58.38M | 1.07% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 390,182 | – | $55.30M | 0.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 357,239 | – | $46.37M | 0.11% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| David Lawrence Thompson Jr | President of Subsidiary, Director | 507,042 | Sep 18, 2026 |
| Carl H. Lindner Iii | Co-CEO, Director | 5,421,648 | Aug 26, 2026 |
| John B. Berding | President, Director | 137,617 | Mar 2, 2026 |
| S. Craig Lindner | Co-CEO, Director | 4,389,998 | Mar 2, 2026 |
| Brian S. Hertzman | SVP, CFO | 17,004 | Sep 2, 2026 |
| Mark A. Weiss | Sr. VP & General Counsel | 18,375 | Aug 7, 2026 |
| Michelle A. Gillis | Senior Vice President | 57,640 | Jun 25, 2026 |
| Lehman John I. Von | Director | 12,483 | Sep 14, 2026 |
| William W. Verity | Director | 14,418 | Jun 2, 2026 |
| Roger K. Newport | Director | 4,961 | Jun 2, 2026 |
| Gregory G. Joseph | Director | 126,553 | Jun 2, 2026 |
| Mary Beth Martin | Director | 11,493 | Jun 2, 2026 |
| Evans N. Nwankwo | Director | 7,646 | Jun 2, 2026 |
| Amy Y. Murray | Director | 5,150 | Jun 2, 2026 |
| Stephen Craig Lindner Jr | Director | 397,322 | Mar 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Lawrence Thompson Jr President of Subsidiary, Director | Sep 16, 2026 | Other | +119,914 | – | – | 476,958 |
| David Lawrence Thompson Jr President of Subsidiary, Director | Sep 16, 2026 | Other | +30,363 | – | – | 614,461 |
| Lehman John I. Von Director | Sep 14, 2026 | Sale | −1,279 | $143.84 | $183.97K | 12,483 |
| Brian S. Hertzman SVP, CFO | Sep 2, 2026 | Sale | −950 | $142.87 | $135.73K | 11,123 |
| Carl H. Lindner Iii Co-CEO, Director | Aug 26, 2026 | Sale | −81,373 | $144.28 | $11.74M | 3,060,068 |
| Carl H. Lindner Iii Co-CEO, Director | Aug 24, 2026 | Sale | −8,627 | $144.66 | $1.25M | 3,141,441 |
| Mark A. Weiss Sr. VP & General Counsel | Aug 6, 2026 | Sale | −2,813 | $144.76 | $407.21K | 6,648 |
| Michelle A. Gillis Senior Vice President | Jun 24, 2026 | Sale | −2,247 | $139.00 | $312.33K | 13,135 |
| David Lawrence Thompson Jr President of Subsidiary, Director | Jun 23, 2026 | Sale | −11,370 | $135.05 | $1.54M | 584,098 |
| Gregory G. Joseph Director | Jun 1, 2026 | Award | +1,299 | – | – | 48,592 |
| Evans N. Nwankwo Director | Jun 1, 2026 | Award | +1,299 | – | – | 7,646 |
| Mary Beth Martin Director | Jun 1, 2026 | Award | +1,299 | – | – | 11,493 |
| Amy Y. Murray Director | Jun 1, 2026 | Award | +1,299 | – | – | 3,950 |
| William W. Verity Director | Jun 1, 2026 | Award | +1,299 | – | – | 14,418 |
| Lehman John I. Von Director | Jun 1, 2026 | Award | +1,299 | – | – | 13,762 |
| Roger K. Newport Director | Jun 1, 2026 | Award | +1,299 | – | – | 4,961 |
| Brian S. Hertzman SVP, CFO | Feb 27, 2026 | Sale | −1,663 | $133.70 | $222.34K | 12,073 |
| John B. Berding President, Director | Feb 26, 2026 | Award | +8,847 | – | – | 77,616 |
| Mark A. Weiss Sr. VP & General Counsel | Feb 26, 2026 | Award | +3,012 | – | – | 11,727 |
| Stephen Craig Lindner Jr Director | Feb 26, 2026 | Award | +3,389 | – | – | 329,163 |
| David Lawrence Thompson Jr President of Subsidiary, Director | Feb 26, 2026 | Award | +4,706 | – | – | 594,948 |
| S. Craig Lindner Co-CEO, Director | Feb 26, 2026 | Award | +11,294 | – | – | 2,868,715 |
| Michelle A. Gillis Senior Vice President | Feb 26, 2026 | Award | +3,012 | – | – | 15,382 |
| Carl H. Lindner Iii Co-CEO, Director | Feb 26, 2026 | Award | +11,294 | – | – | 3,150,068 |
| Brian S. Hertzman SVP, CFO | Feb 26, 2026 | Award | +3,163 | – | – | 13,736 |
| John B. Berding President, Director | Feb 23, 2026 | Tax withholding | −2,050 | $129.85 | $266.19K | 68,769 |
| Michelle A. Gillis Senior Vice President | Feb 23, 2026 | Tax withholding | −730 | $129.85 | $94.79K | 12,370 |
| David Lawrence Thompson Jr President of Subsidiary, Director | Feb 23, 2026 | Tax withholding | −1,098 | $129.85 | $142.58K | 590,242 |
| Carl H. Lindner Iii Co-CEO, Director | Feb 23, 2026 | Tax withholding | −3,810 | $129.85 | $494.73K | 3,138,774 |
| Stephen Craig Lindner Jr Director | Feb 23, 2026 | Tax withholding | −761 | $129.85 | $98.82K | 325,774 |
| Mark A. Weiss Sr. VP & General Counsel | Feb 23, 2026 | Tax withholding | −658 | $129.85 | $85.44K | 8,715 |
| S. Craig Lindner Co-CEO, Director | Feb 23, 2026 | Tax withholding | −3,300 | $129.85 | $428.51K | 2,857,421 |
| Brian S. Hertzman SVP, CFO | Feb 22, 2026 | Tax withholding | −727 | $129.85 | $94.40K | 10,573 |
| Stephen Craig Lindner Jr Director | Jan 28, 2026 | Gift | +441 | – | – | 53,620 |
| Stephen Craig Lindner Jr Director | Jan 28, 2026 | Gift | +276 | – | – | 326,535 |
| Stephen Craig Lindner Jr Director | Jan 28, 2026 | Gift | +147 | – | – | 10,327 |
| Michelle A. Gillis Senior Vice President | Dec 29, 2025 | Gift | −542 | – | – | 11,454 |
| Gregory G. Joseph Director | Dec 19, 2025 | Gift | +973 | – | – | 6,618 |
| David Lawrence Thompson Jr President of Subsidiary | Dec 18, 2025 | Gift | −828 | – | – | 591,340 |
| Stephen Craig Lindner Jr Director | Dec 18, 2025 | Gift | −44 | – | – | 326,388 |
| Carl H. Lindner Iii Co-CEO, Director | Dec 16, 2025 | Gift | −403 | – | – | 3,142,584 |
| S. Craig Lindner Co-CEO, Director | Dec 15, 2025 | Gift | −3,342 | – | – | 2,860,721 |
| Stephen Craig Lindner Jr Director | Dec 15, 2025 | Gift | +828 | – | – | 53,179 |
| Stephen Craig Lindner Jr Director | Dec 15, 2025 | Gift | +276 | – | – | 10,180 |
| Stephen Craig Lindner Jr Director | Dec 15, 2025 | Gift | +276 | – | – | 326,432 |
| Carl H. Lindner Iii Co-CEO, Director | Dec 9, 2025 | Gift | −37,424 | – | – | 3,142,987 |
| Stephen Craig Lindner Jr Director | Dec 3, 2025 | Gift | +574 | – | – | 52,351 |
| Stephen Craig Lindner Jr Director | Dec 3, 2025 | Gift | −574 | – | – | 326,156 |
| Brian S. Hertzman SVP, CFO | Nov 7, 2025 | Sale | −1,777 | $142.51 | $253.24K | 11,300 |
| Amy Y. Murray Director | Sep 3, 2025 | Sale | −920 | $136.63 | $125.70K | 2,651 |
| Mark A. Weiss Sr. VP & General Counsel | Sep 2, 2025 | Gift | −467 | – | – | 8,700 |
| Stephen Craig Lindner Jr Director | Aug 21, 2025 | Sale | −10,000 | $134.31 | $1.34M | 326,730 |
| Carl H. Lindner Iii Co-CEO, Director | Aug 4, 2025 | Gift | +108,743 | – | – | 3,180,411 |
| S. Craig Lindner Co-CEO, Director | Aug 4, 2025 | Gift | +108,743 | – | – | 2,864,063 |
| Mark A. Weiss Sr. VP & General Counsel | Jun 24, 2025 | Gift | −200 | – | – | 9,167 |
| William W. Verity Director | Jun 1, 2025 | Award | +1,383 | – | – | 13,119 |
| Gregory G. Joseph Director | Jun 1, 2025 | Award | +1,383 | – | – | 47,293 |
| Roger K. Newport Director | Jun 1, 2025 | Award | +1,383 | – | – | 3,662 |
| Lehman John I. Von Director | Jun 1, 2025 | Award | +1,383 | – | – | 12,463 |
| Amy Y. Murray Director | Jun 1, 2025 | Award | +1,383 | – | – | 3,571 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| I. Von Lehman John Director | Sep 11, 2026 | 1,400 | $198.31K | Sep 11, 2026 | Independent Director Compensation |
| S. Hertzman Brian Officer | Sep 1, 2026 | 950 | $135.42K | Sep 1, 2026 | Reinvested Dividends |
| Carl H. Lindner, III Officer, Director | Aug 18, 2026 | 90,000 | $13.19M | Aug 18, 2026 | Restricted Stock Vest |
| A. Weiss Mark Officer | Aug 6, 2026 | 2,813 | $399.22K | Aug 6, 2026 | Vested Restricted Stock |
| A. Gillis Michelle Officer | Jun 24, 2026 | 2,247 | $308.02K | Jun 24, 2026 | Restricted Stock Vest |
| David L. Thompson, Jr. Officer, Director | Jun 17, 2026 | 11,370 | $1.53M | Jun 17, 2026 | Vesting of Restricted Stock Grant |
| A. Gillis Michelle Officer | Mar 10, 2026 | 1,660 | $215.75K | Mar 10, 2026 | Restricted Stock Vest |
| S. Hertzman Brian Officer | Feb 27, 2026 | 1,663 | $222.21K | Feb 27, 2026 | Vesting of Restricted Stock Grant |
| S. Hertzman Brian Officer | Nov 7, 2025 | 1,777 | $251.30K | Nov 7, 2025 | Vesting of Restricted Stock Grant |
| Y. Murray Amy Director | Sep 3, 2025 | 920 | $125.92K | Sep 3, 2025 | Director Compensation |
| S. Craig Lindner, Jr. Director | Aug 21, 2025 | 10,000 | $1.34M | Aug 21, 2025 | Trust Distribution |
| I. Von Lehman John Director | Mar 18, 2025 | 2,542 | $321.61K | Mar 18, 2025 | Independent Director Compensation |
| A. Gillis Michelle Officer | Feb 29, 2024 | 2,053 | $260.61K | Feb 29, 2024 | Restricted Stock Vest |
| S. Hertzman Brian Officer | Feb 28, 2024 | 1,067 | $135.06K | Feb 28, 2024 | Vesting of Restricted Stock Grant |
| E. Evans James Director | Feb 28, 2024 | 3,685 | $466.45K | Feb 28, 2024 | Director Compensatoin |