AMERICAN FINANCIAL GROUP INC

Portfolio Overview

For the quarter ended September 30, 2025, American Financial Group Inc (AFG) reported a significant reduction in its 13F portfolio, with the total value declining by 32.7% from approximately $266.6 million to $179.3 million. This contraction was driven primarily by active asset reallocation rather than market depreciation alone, as evidenced by the exit from 16 positions. The portfolio currently holds 56 distinct securities, displaying a high-risk, high-conviction strategy...