American Financial Group Top Holdings and 13F Report (2025)

About American Financial Group

American Financial Group NYSE: AFG has filed 13-F forms with the SEC as an investor. American Financial Group is itself a publicly traded company. For more information on American Financial Group stock, visit the American Financial Group stock profile here.

Investment Activity

American Financial Group has $266.63 million in total holdings as of June 30, 2025.
American Financial Group owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 15.51% of the portfolio was purchased this quarter.
About 3.23% of the portfolio was sold this quarter.
This quarter, American Financial Group has purchased 61 new stocks and bought additional shares in 4 stocks.
American Financial Group sold shares of 1 stock and completely divested from 2 stocks this quarter.

Largest Holdings

VOYAGER TECHNOLOGIES INC: $41,013,934
Nexstar Media Group: $39,343,012
Citigroup: $26,812,800
Albertsons Companies: $16,923,767
Talos Energy: $12,615,162

Largest New Holdings this Quarter

92892B103 - VOYAGER TECHNOLOGIES INC: $41,013,934 Holding
92333F101 - VENTURE GLOBAL INC: $163,590 Holding

Largest Purchases this Quarter

VOYAGER TECHNOLOGIES INC: 1,044,941 shares (about $41.01M)
VENTURE GLOBAL INC: 10,500 shares (about $163.59K)
Delek Logistics Partners: 3,000 shares (about $128.85K)
Hess Midstream Partners: 500 shares (about $19.26K)
Flex LNG: 500 shares (about $10.99K)

Largest Sales this Quarter

Eos Energy Enterprises: 929,000 shares (about $4.76M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOYAGER TECHNOLOGIES INC	$41,013,934	$41,013,934 ▲	New Holding	1,044,941	15.4%	COM CL A
NXST Nexstar Media Group	$39,343,012		0.0%	227,482	14.8%	Consumer Discretionary
C Citigroup	$26,812,800		0.0%	315,000	10.1%	Financial Services
ACI Albertsons Companies	$16,923,767		0.0%	786,786	6.3%	Consumer Staples
TALO Talos Energy	$12,615,162		0.0%	1,487,637	4.7%	Energy
CMCSA Comcast	$9,529,230		0.0%	267,000	3.6%	Consumer Discretionary
GM General Motors	$9,349,900		0.0%	190,000	3.5%	Auto/Tires/Trucks
SBGI Sinclair	$9,099,364		0.0%	658,420	3.4%	Consumer Discretionary
UBER Uber Technologies	$8,397,000		0.0%	90,000	3.1%	Computer and Technology
ET Energy Transfer	$8,174,745		0.0%	450,896	3.1%	Energy
EPD Enterprise Products Partners	$7,907,550		0.0%	255,000	3.0%	Energy
WBD Warner Bros. Discovery	$7,582,681		0.0%	661,665	2.8%	Consumer Discretionary
PAA Plains All American Pipeline	$7,557,000		0.0%	412,500	2.8%	Energy
TWO HARBORS INVENTMENT CORPO	$5,928,114		0.0%	6,000,000	2.2%	NOTE 6.250% 1/1
TYG Tortoise Energy Infrastructure	$4,832,377		0.0%	110,102	1.8%	Finance
EOSE Eos Energy Enterprises	$4,776,602	$4,756,480 ▼	-49.9%	932,930	1.8%	Industrials
IVZ Invesco	$3,863,650		0.0%	245,000	1.4%	Finance
PFX PhenixFIN	$3,258,163		0.0%	64,327	1.2%	Finance
BEN Franklin Resources	$2,841,728		0.0%	119,150	1.1%	Finance
KHC Kraft Heinz	$2,840,200		0.0%	110,000	1.1%	Consumer Staples
BMY Bristol Myers Squibb	$2,777,400		0.0%	60,000	1.0%	Medical
GTN Gray Media	$2,447,115		0.0%	540,202	0.9%	Consumer Discretionary
OKE ONEOK	$2,054,790		0.0%	25,172	0.8%	Energy
RC Ready Capital	$1,687,344		0.0%	386,120	0.6%	Finance
AMWD American Woodmark	$1,543,674		0.0%	28,924	0.6%	Consumer Discretionary
CLPR Clipper Realty	$1,365,401		0.0%	372,044	0.5%	Finance
LCNB LCNB	$1,359,747		0.0%	93,582	0.5%	Finance
EFC Ellington Financial	$1,299,000		0.0%	100,000	0.5%	Finance
DERM Journey Medical	$1,292,400		0.0%	180,000	0.5%	Medical
MPLX MPLX	$1,287,750		0.0%	25,000	0.5%	Energy
TAP Molson Coors Beverage	$1,202,250		0.0%	25,000	0.5%	Consumer Staples
SUN Sunoco	$1,045,005		0.0%	19,500	0.4%	Energy
SHEL Shell	$1,020,945		0.0%	14,500	0.4%	Energy
ARI Apollo Commercial Real Estate Finance	$1,017,891		0.0%	105,154	0.4%	Finance
WES Western Midstream Partners	$967,500		0.0%	25,000	0.4%	Energy
GLP Global Partners	$922,775		0.0%	17,500	0.3%	Energy
VTRS Viatris	$893,000		0.0%	100,000	0.3%	Medical
USAC USA Compression Partners	$854,497		0.0%	35,150	0.3%	Energy
HESM Hess Midstream Partners	$847,220	$19,255 ▲	2.3%	22,000	0.3%	Energy
LILAK Liberty Global	$777,500		0.0%	125,000	0.3%	Computer and Technology
PSX Phillips 66	$745,625		0.0%	6,250	0.3%	Energy
ARLP Alliance Resource Partners	$666,570		0.0%	25,500	0.2%	Energy
DKL Delek Logistics Partners	$644,250	$128,850 ▲	25.0%	15,000	0.2%	Energy
XPER Xperi	$641,270		0.0%	81,071	0.2%	Business Services
COP ConocoPhillips	$628,180		0.0%	7,000	0.2%	Energy
BHF Brighthouse Financial	$610,935		0.0%	11,362	0.2%	Finance
KINETIK HOLDINGS INC	$594,675		0.0%	13,500	0.2%	COM NEW CL A
AM Antero Midstream	$397,950		0.0%	21,000	0.1%	Energy
CAPL CrossAmerica Partners	$303,340	$10,460 ▲	3.6%	14,500	0.1%	Energy
FLNG Flex LNG	$296,730	$10,990 ▲	3.8%	13,500	0.1%	Transportation
IHRT iHeartMedia	$285,280		0.0%	162,091	0.1%	Consumer Discretionary
CFFN Capitol Federal Financial	$219,600		0.0%	36,000	0.1%	Finance
GPMT Granite Point Mortgage Trust	$200,122		0.0%	81,021	0.1%	Finance
OMER Omeros	$192,339		0.0%	64,113	0.1%	Medical
VENTURE GLOBAL INC	$163,590	$163,590 ▲	New Holding	10,500	0.1%	COM CL A
CURI CuriosityStream	$157,257		0.0%	27,932	0.1%	Consumer Discretionary
TWO Two Harbors Investments	$149,673		0.0%	13,897	0.1%	Finance
KROS Keros Therapeutics	$134,902		0.0%	10,105	0.1%	Medical
FLL Full House Resorts	$129,311		0.0%	35,331	0.0%	Consumer Discretionary
PGEN Precigen	$93,882		0.0%	66,114	0.0%	Medical
CGTX Cognition Therapeutics	$63,509		0.0%	205,000	0.0%	Medical
MT ArcelorMittal	$0	$3,846,657 ▼	-100.0%	0	0.0%	Basic Materials
ONCONETIX INC	$0	$2,810 ▼	-100.0%	0	0.0%	COM

Showing largest 100 holdings. View all holdings.

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American Financial Group Top Holdings and 13F Report (2025)

About American Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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American Financial Group Top Holdings and 13F Report (2025)

About American Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmerican Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools