American Financial Group filings document the regulatory record of a specialty property and casualty insurance holding company. Its 8-K reports include operating and financial results, investor supplements, dividend declarations, share repurchase authorization, executive compensation plan matters and debt-related capital-structure disclosures.
AFG's proxy materials cover board elections, auditor ratification and advisory executive compensation votes. Its securities disclosures identify NYSE-listed common stock under AFG and listed subordinated debentures, while material-event filings describe senior note and debenture obligations, governance actions and other corporate finance matters.
Gillis Michelle A reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group senior vice president Michelle A. Gillis received a grant of 3,012 shares of common stock on February 26, 2026. The award is structured as restricted stock that vests four years from the grant date.
After this grant, she directly holds 15,382 common shares. The filing also lists additional indirect holdings, including shares held in the MAG Trust, the JSG Trust, and through the company’s Employee Stock Purchase Plan and related dividend reinvestment program as of December 31, 2024.
American Financial Group senior vice president and CFO Brian S. Hertzman reported both a stock sale and an equity award. He sold 1,663 shares of common stock in an open-market transaction at $133.702 per share, and separately received a grant of 3,163 restricted shares that vest four years from the grant date.
After these transactions, he directly owned 12,073 common shares, and also held additional indirect interests through the company’s employee stock purchase plan, dividend reinvestment plan, and retirement plan, with those plan balances based on statements dated December 31, 2025.
Thompson David Lawrence Jr reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group director and subsidiary president David Lawrence Thompson Jr. reported an indirect grant of 4,706 shares of restricted common stock on February 26, 2026. The award carries a price of $0.00 per share and, according to the footnotes, vests four years from the grant date.
The shares are held in trusts for the benefit of members of Thompson’s family, where he or his spouse serves as trustee and has voting and dispositive power, while disclaiming beneficial ownership except for his family’s pecuniary interest. Following the grant, trusts associated with him hold 594,947.586 shares of common stock, and additional indirect holdings include 357,044 shares in other family trusts and 29,750.258 shares held as custodian for minor children.
American Financial Group reported that Sr. VP & General Counsel Mark A. Weiss acquired 3,012 shares of common stock as a restricted stock grant. The shares were granted at no cash cost and will vest four years from the grant date. Following this award, Weiss directly holds 11,727 common shares and has indirect ownership of 9,461 additional shares through a trust.
LINDNER S CRAIG reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group Co-CEO Craig S. Lindner reported an indirect grant of 11,294 shares of common stock on February 26, 2026. The filing describes this as restricted stock that vests four years from the grant date and is held through the SCL Living Trust.
The Form 4 also updates indirect ownership amounts held through several trusts, including the SCL Trust, the Frances R. Lindner Living Trust, a Dynasty Trust, a GST Trust, and the Legacy Trust dated 10/30/20. Additional shares are held in the company’s Retirement and Savings Plan, based on a statement dated December 31, 2025.
American Financial Group director Stephen Craig Lindner Jr reported an acquisition of restricted stock through indirect holdings. On February 26, 2026, entities associated with him received a grant of 3,389 shares of common stock at $0.0000 per share, described as restricted stock that vests four years from the grant date.
After this grant, one indirect holding shows 329,163 common shares, held in trusts for which he has voting and dispositive power. Additional indirect holdings include 53,620 shares, 10,327 shares held by his spouse, and 4,212.01 share-equivalents in a retirement plan, each economically equivalent to one common share.
American Financial Group President and director John B. Berding reported an acquisition of 8,847 shares of common stock on February 26, 2026. This was a grant of restricted stock at $0.00 per share that, according to the disclosure, vests four years from the grant date.
Following this award, Berding directly owns 77,616 common shares. He also reports indirect holdings, including 1,899 shares held by a trust, 5,153 shares in the Employee Stock Purchase Plan as of December 31, 2025, 1,045.2238 ESPP DRIP shares as of that same date, and 51,904.2124 share-equivalent units in a retirement plan where each unit is economically equivalent to one share of common stock.
American Financial Group reports solid 2025 results grounded in specialty property and casualty insurance. Net written premiums were $7.11 billion, with a GAAP combined ratio of 91.0%, indicating an underwriting profit and continued discipline despite competitive markets.
Underwriting gain was $629 million, and catastrophe losses net of reinsurance totaled $137 million, lower than in 2024. Management highlights its niche focus, decentralized underwriting and long-term track record, noting its statutory combined ratio averaged 90.5% from 2016–2025 versus 98.1% for the commercial lines industry.
The investment portfolio totaled $17.18 billion, heavily weighted to investment‑grade fixed maturities, with a 2025 fixed‑maturity earned yield of 5.1% and a total return of 7.5%. AFG also details extensive catastrophe and crop reinsurance protections, robust human capital metrics, and a broad risk factor discussion covering catastrophes, climate, AI, cyber security, litigation, regulation and capital markets.
American Financial Group director and Co-CEO Carl H. Lindner III, through an associated trust, reported a tax-withholding disposition of 3,810 shares of common stock on February 23, 2026. The shares were delivered to satisfy tax obligations rather than sold in an open-market trade.
After this transaction, the reporting structures show 3,138,774 shares held indirectly in the trust labeled Indirect #1, along with additional indirect holdings in several other trusts and entities, including 343,162 shares in Indirect #2 and 838,480 shares in Indirect #12.