American Family Investments
Latest statistics and disclosures from American Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BHYB, BOW, HYDW, VCIT, VCSH, and represent 88.83% of American Family Investments's stock portfolio.
- Added to shares of these 3 stocks: BOW (+$170M), VCIT, BHYB.
- Started 1 new stock position in BOW.
- Reduced shares in these 2 stocks: Bowhead Specialty Holdings (-$154M), IWP (-$15M).
- Sold out of its position in Bowhead Specialty Holdings.
- American Family Investments was a net buyer of stock by $6.0M.
- American Family Investments has $1.4B in assets under management (AUM), dropping by 3.17%.
- Central Index Key (CIK): 0002029723
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Portfolio Holdings for American Family Investments
American Family Investments holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xtrackers Usd High Yield Corporate Bond Etf Etf (BHYB) | 46.4 | $658M | 12M | 55.06 |
|
|
| Bowhead Specialty Hldgs (BOW) | 12.0 | $170M | NEW | 6.1M | 28.01 |
|
| Xtrackers Low Beta High Yield Bond ETF Etf (HYDW) | 11.8 | $168M | 3.5M | 47.34 |
|
|
| Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT) | 10.4 | $148M | +2% | 1.8M | 83.75 |
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| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 8.2 | $116M | 1.5M | 79.42 |
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| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 4.5 | $64M | -18% | 541k | 117.29 |
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| iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB) | 2.8 | $40M | 751k | 53.72 |
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| iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB) | 2.5 | $35M | 671k | 52.66 |
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| Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB) | 0.7 | $11M | 285k | 36.92 |
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| Tidewater (TDW) | 0.6 | $8.6M | 120k | 71.79 |
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Past Filings by American Family Investments
SEC 13F filings are viewable for American Family Investments going back to 2024
- American Family Investments 2024 Q3 filed Nov. 15, 2024
- American Family Investments 2024 Q2 filed Aug. 14, 2024