Institutions / American Financial Group Inc / Activity
Activity — American Financial Group Inc
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Talos Energy Inc. Common stock | $-15.76M | -1.0M -67.22% | 487,637 2.85% of portfolio | medium |
| Q1 2026 as of | Exit | Eos Energy Enterprises, Inc. Common stock | $-11.14M | -972K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Blue Owl Capital Inc. Common stock | $5.30M | +580K +96.67% | 1,180,000 3.99% of portfolio | medium |
| Q1 2026 as of | New | 55318A108 Common stock | $5.10M | +580K | 579,683 1.89% of portfolio | medium |
| Q1 2026 as of | New | Salesforce Inc Common stock | $5.04M | +27K | 27,000 1.87% of portfolio | medium |
| Q1 2026 as of | New | Ridgepost Capital, Inc. Common stock | $3.92M | +540K | 540,000 1.45% of portfolio | low |
| Q1 2026 as of | New | KBDC Kayne Anderson BDC, Inc. Common Stock | $2.82M | +206K | 205,903 1.05% of portfolio | low |
| Q1 2026 as of | New | Workday Inc Common stock | $2.60M | +20K | 20,000 0.96% of portfolio | low |
| Q1 2026 as of | New | ICON plc Common stock | $2.21M | +20K | 20,000 0.82% of portfolio | low |
| Q1 2026 as of | Add | Kimberly Clark Corp Common stock | $1.93M | +20K +25.00% | 100,000 3.58% of portfolio | low |
| Q1 2026 as of | Add | MSDL Morgan Stanley Direct Lending Fund Common Stock | $1.40M | +100K +18.81% | 631,500 3.27% of portfolio | low |
| Q1 2026 as of | Trim | Invesco Ltd. Common stock | $-1.21M | -50K -52.63% | 45,000 0.41% of portfolio | low |
| Q1 2026 as of | New | ServiceNow Inc Common stock | $522.8K | +5K | 5,000 0.19% of portfolio | low |
| Q1 2026 as of | New | Versant Media Group, Inc. Common stock | $395.4K | +11K | 10,680 0.15% of portfolio | low |
| Q1 2026 as of | New | KRP Kimbell Royalty Partners, LP Unit | $144.7K | +10K | 10,000 0.05% of portfolio | low |