American Financial Group Inc 401(k) Retirement & Savings Plan 13F annual report
American Financial Group Inc 401(k) Retirement & Savings Plan is an investment fund managing more than $331 million ran by John Berding. There is currently 1 company in Mr. Berding’s portfolio. The largest and only investment include American Finl Group Inc Ohio worth $331 million.
$331 million Assets Under Management (AUM)
As of 1st August 2024, American Financial Group Inc 401(k) Retirement & Savings Plan’s top holding is 2,693,582 shares of American Finl Group Inc Ohio currently worth over $331 million and making up 100.0% of the portfolio value.
Currently, American Financial Group Inc 401(k) Retirement & Savings Plan's portfolio is worth at least $331 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at American Financial Group Inc 401(k) Retirement & Savings Plan
The American Financial Group Inc 401(k) Retirement & Savings Plan office and employees reside in Cincinnati, Ohio. According to the last 13-F report filed with the SEC, John Berding serves as the Administrative Plan Committee at American Financial Group Inc 401(k) Retirement & Savings Plan.
Recent trades
John Berding disclosed a decreased stake in American Finl Group Inc Ohio by approximately 0.1%.
This leaves the value of the investment at $331 million and 2,693,582 shares.
One of the smallest hedge funds
The two most similar investment funds to American Financial Group Inc 401(k) Retirement & Savings Plan are Monarch Partners Asset Management and Clear Perspective Advisors. They manage $333 million and $329 million respectively.
The complete list of American Financial Group Inc 401(k) Retirement & Savings Plan trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| American Finl Group Inc Ohio |
2.87%
2,693,582
|
$331,364,000 | 100.00% |
| No transactions found | |||
| Showing first 500 out of 1 holdings | |||
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