Last 7 days
-3.0%
Last 30 days
-6.5%
Last 90 days
-7.9%
Trailing 12 Months
-5.7%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-11 | BERDING JOHN B | acquired | 466,448 | 108 | 4,286 | president |
2023-09-08 | BERDING JOHN B | acquired | 499,786 | 110 | 4,543 | president |
2023-08-04 | BERDING JOHN B | acquired | 590,831 | 111 | 5,307 | president |
2023-08-04 | LINDNER S CRAIG | acquired | 3,986,740 | 111 | 35,813 | co-ceo |
2023-06-26 | BERDING JOHN B | acquired | - | - | 17,114 | president of afg & subsidiary |
2023-06-12 | JACOBS TERRY S | sold | -88,154 | 115 | -761 | - |
2023-06-08 | VON LEHMAN JOHN I | sold | -173,627 | 117 | -1,479 | - |
2023-06-01 | Evans James E | acquired | - | - | 1,411 | - |
2023-06-01 | VERITY WILLIAM W | acquired | - | - | 1,411 | - |
2023-06-01 | Murray Amy Y | acquired | - | - | 1,411 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-26 | M Holdings Securities, Inc. | reduced | -5.3 | -68,000 | 1,042,000 | 0.22% |
2023-09-20 | BARCLAYS PLC | added | 45.13 | 4,241,000 | 14,374,000 | 0.01% |
2023-09-12 | Farther Finance Advisors, LLC | reduced | -1.33 | -325 | 8,788 | -% |
2023-08-28 | DT Investment Partners, LLC | unchanged | - | -309 | 36,618 | -% |
2023-08-22 | COMERICA BANK | sold off | - | - | - | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | added | 3.01 | 191,232 | 28,468,400 | 0.27% |
2023-08-22 | COMERICA BANK | new | - | - | - | -% |
2023-08-22 | COMERICA BANK | new | - | 1,000 | 1,000 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | added | 0.18 | -298,148 | 14,013,100 | 0.02% |
2023-08-21 | VisionPoint Advisory Group, LLC | new | - | 13,896 | 13,896 | 0.01% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 9.31% | 7,925,702 | SC 13G/A | |
Feb 09, 2023 | fmr llc | - | 0 | SC 13G/A | |
Jan 06, 2023 | blackrock inc. | 10.1% | 8,600,100 | SC 13G/A | |
May 12, 2022 | lindner edyth b | 3.9% | 3,273,607 | SC 13D/A | |
Feb 09, 2022 | fmr llc | - | 0 | SC 13G | |
Feb 09, 2022 | vanguard group inc | 8.53% | 7,231,239 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 7.4% | 6,281,983 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.47% | 7,354,136 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 7.4% | 6,411,155 | SC 13G/A | |
Mar 31, 2020 | lindner carl h iii | 6.1% | 5,450,844 | SC 13D/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 12, 2023 | 4 | Insider Trading | |
Aug 08, 2023 | SC 13D | 13D - Major Acquisition | |
Aug 08, 2023 | 4 | Insider Trading | |
Aug 08, 2023 | 4 | Insider Trading | |
Aug 07, 2023 | 13F-HR | Fund Holdings Report | |
Aug 04, 2023 | 10-Q | Quarterly Report | |
Aug 03, 2023 | 8-K | Current Report | |
Jul 03, 2023 | 8-K | Current Report | |
Jun 28, 2023 | 4 | Insider Trading | |
Jun 27, 2023 | 8-K | Current Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
PGR | 81.3B | 55.3B | 2.58% | 19.59% | 46.61 | 1.47 | 11.39% | 104.72% |
AIG | 43.6B | 50.4B | 1.37% | 27.97% | 9.68 | 0.86 | -9.25% | -63.51% |
ALL | 29.1B | 54.6B | 0.32% | -9.75% | -10.86 | 0.53 | 9.14% | -383.17% |
AFG | 9.3B | 7.5B | -6.50% | -5.67% | 10.94 | 1.25 | 12.86% | -17.26% |
HIG | - | 23.6B | -2.21% | 14.35% | - | - | 5.78% | -4.19% |
TRV | 37.1B | 38.7B | -0.02% | 7.01% | 16.63 | 0.96 | 8.33% | -37.32% |
RE | 25.2B | 13.3B | 0.67% | 24.34% | 20.79 | 1.9 | 12.64% | 55.58% |
MID-CAP | ||||||||
ESGR | 3.9B | 1.3B | -5.95% | 42.73% | 14.06 | 3 | 41.34% | 137.60% |
RNR | 10.1B | 7.4B | 4.18% | 40.72% | 24.47 | 1.36 | 62.27% | 144.80% |
SMALL-CAP | ||||||||
PLMR | 1.2B | 348.9M | -4.49% | -40.60% | 21.29 | 3.53 | 16.85% | 25.90% |
HMN | 1.2B | 1.4B | -0.58% | -17.82% | -110.9 | 0.86 | 3.44% | -114.81% |
PRA | 983.2M | 1.1B | 1.05% | -6.36% | 106.06 | 0.87 | -2.53% | -76.30% |
JRVR | 572.2M | 901.0M | -1.04% | -33.32% | 12.33 | 0.64 | 14.76% | 164.17% |
14.5%
14.4%
9.6%
32.1%
38.9%
21.5%
19.2%
Y-axis is the maximum loss one would have experienced if American Financial Group was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 4.2% | 7,493 | 7,192 | 7,040 | 6,869 | 6,639 | 6,631 | 6,552 | 7,417 | 7,219 | 7,133 | 6,679 | 6,186 | 6,753 | 7,268 | 8,237 | 7,797 | 7,682 | 7,555 | 7,150 | 7,268 | 7,095 |
S&GA Expenses | 3.0% | 1,830 | 1,777 | 1,718 | 1,651 | 1,623 | 1,581 | 1,547 | 1,614 | 1,560 | - | 1,625 | - | - | - | - | - | - | - | - | - | - |
EBITDA | - | - | - | - | - | 1,841 | 1,848 | 1,922 | 1,947 | 2,089 | 1,873 | 1,235 | 742 | 732 | 917 | 1,435 | 1,118 | - | - | - | - | - |
EBITDA Margin | - | - | - | - | - | 0.28* | 0.28* | 0.29* | 0.26* | 0.27* | 0.23* | 0.16* | 0.10* | 0.10* | 0.12* | 0.17* | 0.14* | - | - | - | - | - |
Interest Expenses | -4.9% | 77.00 | 81.00 | 85.00 | 88.00 | 93.00 | 93.00 | 94.00 | 95.00 | 95.00 | 95.00 | 88.00 | 82.00 | 75.00 | 69.00 | 68.00 | 66.00 | 64.00 | 63.00 | 62.00 | 66.00 | 72.00 |
EBT Margin | - | - | - | - | - | 0.25* | 0.25* | 0.25* | 0.22* | 0.21* | 0.18* | 0.11* | 0.05* | 0.05* | 0.07* | 0.13* | 0.10* | - | - | - | - | - |
Net Income | 4.0% | 853 | 820 | 898 | 977 | 1,031 | 1,866 | 1,995 | 2,332 | 2,277 | 1,452 | 732 | 251 | 234 | 267 | 897 | 657 | 714 | 714 | 530 | 725 | 532 |
Net Income Margin | -100.0% | - | 0.11* | 0.13* | 0.14* | 0.19* | 0.28* | 0.30* | 0.31* | 0.29* | 0.18* | 0.09* | 0.03* | 0.03* | 0.04* | 0.11* | - | - | - | - | - | - |
Free Cashflow | -100.0% | - | 1,053 | 1,153 | 1,332 | 1,258 | 1,590 | 1,714 | 1,912 | 2,066 | 2,278 | 2,183 | 2,461 | 2,666 | 2,534 | 2,456 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 2.0% | 29,048 | 28,481 | 28,831 | 29,532 | 28,084 | 28,762 | 28,931 | 29,942 | 28,780 | 74,197 | 73,710 | 73,110 | 70,867 | 67,643 | 70,130 | 69,067 | 67,697 | 66,132 | 63,456 | 64,190 | 61,834 |
Cash Equivalents | 15.3% | 988 | 857 | 872 | 794 | 967 | 1,181 | 2,131 | 2,833 | 3,365 | 1,691 | 2,810 | 3,747 | 2,698 | 1,305 | 2,314 | 2,693 | 2,374 | 2,000 | 1,515 | 2,009 | 1,810 |
Goodwill | 0% | 246 | 246 | 246 | 246 | 246 | 246 | 246 | 176 | 176 | 176 | 176 | 207 | 207 | 207 | 176 | 207 | 207 | 207 | 176 | 199 | 199 |
Liabilities | 2.1% | 25,055 | 24,540 | 24,779 | 25,600 | 24,017 | 23,927 | 23,919 | 24,702 | 23,179 | 67,512 | 66,921 | 66,770 | 64,741 | 62,596 | 63,861 | 62,746 | 61,607 | 60,467 | 58,484 | 59,026 | 56,750 |
Long Term Debt | -0.3% | 1,474 | 1,478 | 1,496 | 1,533 | 1,542 | 1,917 | 1,964 | 1,964 | 1,963 | 1,963 | 1,963 | 2,108 | 1,912 | 1,473 | 1,473 | 1,423 | 1,423 | 1,423 | 1,302 | 1,302 | 1,301 |
Shareholder's Equity | 1.3% | 3,993 | 3,941 | 4,052 | 3,932 | 4,067 | 4,835 | 5,012 | 5,240 | 5,601 | 6,685 | 6,789 | 6,340 | 6,126 | 5,047 | 6,269 | 6,321 | 6,090 | 5,665 | 4,972 | 5,164 | 5,084 |
Additional Paid-In Capital | 0.2% | 1,377 | 1,374 | 1,368 | 1,358 | 1,351 | 1,340 | 1,330 | 1,315 | 1,303 | 1,279 | 1,281 | 1,283 | 1,299 | 1,309 | 1,307 | 1,292 | 1,277 | 1,256 | 1,245 | 1,231 | 1,220 |
Shares Outstanding | -0.4% | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 | 85.00 | 86.00 | 86.00 | 88.00 | 90.00 | 90.00 | 90.00 | 90.00 | 90.00 | 89.00 | 89.00 | 89.00 | 89.00 |
Minority Interest | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.00 | - | - |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 9.9% | 1,157 | 1,053 | 1,153 | 1,332 | 1,258 | 1,590 | 1,714 | 1,912 | 2,066 | 2,278 | 2,183 | 2,461 | 2,666 | 2,534 | 2,456 | 2,497 | 2,137 | 2,146 | 2,083 | 2,088 | 2,053 |
Cashflow From Investing | -236.8% | -182 | 133 | -1,051 | -1,395 | -1,598 | -609 | -436 | -895 | 393 | -849 | -1,564 | -2,059 | -3,309 | -4,034 | -3,065 | -3,753 | -3,917 | -4,378 | -5,350 | -4,437 | -3,783 |
Cashflow From Financing | 36.8% | -954 | -1,510 | -1,361 | -1,976 | -2,058 | -2,127 | -1,957 | -1,931 | -1,792 | -775 | -123 | 652 | 967 | 1,173 | 1,408 | 1,940 | 2,344 | 2,573 | 2,444 | 2,009 | 1,333 |
Dividend Payments | -48.4% | 717 | 1,390 | 1,213 | 1,881 | 2,045 | 2,547 | 2,374 | 1,697 | 1,524 | 337 | 334 | 322 | 320 | 448 | 444 | 410 | 405 | 399 | 394 | 430 | 426 |
Buy Backs | 143.3% | 73.00 | 30.00 | 11.00 | 11.00 | 18.00 | 132 | 319 | 398 | 482 | 444 | 313 | 233 | 137 | 61.00 | - | - | - | - | 6.00 | - | - |
Consolidated Statement of Earnings (Unaudited) - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenues: | ||||
Property and casualty insurance net earned premiums | $ 1,507 | $ 1,393 | $ 2,944 | $ 2,695 |
Net investment income | 198 | 168 | 415 | 398 |
Realized gains (losses) on: | ||||
Realized gains (losses) on securities | (2) | (93) | (48) | (108) |
Income of managed investment entities: | ||||
Investment income | 112 | 54 | 216 | 100 |
Gain (loss) on change in fair value of assets/liabilities | 0 | (15) | (4) | (20) |
Other income | 25 | 32 | 57 | 62 |
Total revenues | 1,840 | 1,539 | 3,580 | 3,127 |
Property and casualty insurance: | ||||
Losses and loss adjustment expenses | 905 | 774 | 1,725 | 1,467 |
Commissions and other underwriting expenses | 485 | 432 | 958 | 846 |
Interest charges on borrowed money | 19 | 23 | 38 | 46 |
Expenses of managed investment entities | 103 | 47 | 198 | 86 |
Other expenses | 73 | 57 | 142 | 115 |
Total costs and expenses | 1,585 | 1,333 | 3,061 | 2,560 |
Earnings before income taxes | 255 | 206 | 519 | 567 |
Provision for income taxes | 55 | 39 | 107 | 110 |
Net Earnings | $ 200 | $ 167 | $ 412 | $ 457 |
Earnings per Common Share: | ||||
Basic (USD per share) | $ 2.35 | $ 1.97 | $ 4.84 | $ 5.37 |
Diluted (USD per share) | $ 2.34 | $ 1.96 | $ 4.83 | $ 5.36 |
Average number of Common Shares: | ||||
Basic (shares) | 85.1 | 85.1 | 85.2 | 85.1 |
Diluted (shares) | 85.2 | 85.3 | 85.3 | 85.3 |
Consolidated Balance Sheet (Unaudited) - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Assets: | ||
Cash and cash equivalents | $ 988 | $ 872 |
Investments: | ||
Fixed maturities, available for sale at fair value (amortized cost — $10,488 and $10,736; allowance for expected credit losses of $16 and $11) | 9,885 | 10,095 |
Fixed maturities, trading at fair value | 38 | 32 |
Equity securities, at fair value | 1,048 | 1,010 |
Investments accounted for using the equity method | 1,756 | 1,700 |
Mortgage loans | 645 | 676 |
Real estate and other investments | 129 | 127 |
Total cash and investments | 14,489 | 14,512 |
Recoverables from reinsurers | 3,852 | 3,977 |
Prepaid reinsurance premiums | 1,112 | 917 |
Agents’ balances and premiums receivable | 1,796 | 1,339 |
Deferred policy acquisition costs | 316 | 288 |
Other receivables | 721 | 886 |
Other assets | 1,281 | 1,219 |
Goodwill | 246 | 246 |
Total assets | 29,048 | 28,831 |
Liabilities and Equity: | ||
Unpaid losses and loss adjustment expenses | 11,925 | 11,974 |
Unearned premiums | 3,686 | 3,246 |
Payable to reinsurers | 1,038 | 1,035 |
Long-term debt | 1,474 | 1,496 |
Other liabilities | 1,834 | 1,696 |
Total liabilities | 25,055 | 24,779 |
Shareholders’ equity: | ||
Common Stock, no par value — 200,000,000 shares authorized — 84,858,528 and 85,204,006 shares outstanding | 85 | 85 |
Capital surplus | 1,377 | 1,368 |
Retained earnings | 3,042 | 3,142 |
Accumulated other comprehensive income (loss), net of tax | (511) | (543) |
Total shareholders’ equity | 3,993 | 4,052 |
Total liabilities and shareholders’ equity | 29,048 | 28,831 |
Variable interest entity, primary beneficiary | ||
Investments: | ||
Total assets | 5,235 | 5,447 |
Liabilities and Equity: | ||
Total liabilities | $ 5,098 | $ 5,332 |