American Family Investments
Latest statistics and disclosures from American Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BHYB, SPIB, BOW, VOO, HYDW, and represent 93.63% of American Family Investments's stock portfolio.
- Added to shares of these 4 stocks: BHYB (+$292M), SPIB (+$146M), VOO (+$14M), LQD.
- Reduced shares in these 8 stocks: HYDW (-$167M), , , IGIB (-$23M), HYLB (-$11M), IGSB (-$9.8M), BOW (-$8.7M), IWP.
- Sold out of its positions in HYLB, IGIB, IGSB, VCSH, VCIT.
- American Family Investments was a net buyer of stock by $111M.
- American Family Investments has $1.9B in assets under management (AUM), dropping by 4.22%.
- Central Index Key (CIK): 0002029723
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Portfolio Holdings for American Family Investments
American Family Investments holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xtrackers USD High Yield BB-B ex Financials ETF Etf (BHYB) | 59.9 | $1.1B | +34% | 21M | 54.89 |
|
| Spdr Portfolio Intermediate Term Corporate Bd Etf Etf (SPIB) | 17.1 | $326M | +81% | 9.6M | 33.89 |
|
| Bowhead Specialty Hldgs (BOW) | 6.7 | $127M | -6% | 4.7M | 27.04 |
|
| Vanguard Index Fds Etf (VOO) | 5.5 | $105M | +14% | 171k | 612.38 |
|
| Xtrackers Low Beta High Yield Bond ETF Etf (HYDW) | 4.5 | $86M | -66% | 1.8M | 47.29 |
|
| iShares Russell Mid-Cap Growth ETF Etf (IWP) | 3.8 | $72M | -3% | 503k | 142.41 |
|
| Ishares Iboxx Investment Grade Corporate Bond Fund Etf Etf (LQD) | 1.6 | $31M | +18% | 273k | 111.47 |
|
| Ishares Russell 3000 Index Fund Etf (IWV) | 0.7 | $13M | 35k | 378.94 |
|
|
| Tidewater (TDW) | 0.3 | $6.4M | 120k | 53.33 |
|
Past Filings by American Family Investments
SEC 13F filings are viewable for American Family Investments going back to 2024
- American Family Investments 2025 Q3 filed Nov. 14, 2025
- American Family Investments 2025 Q2 filed Aug. 15, 2025
- American Family Investments 2025 Q1 filed May 15, 2025
- American Family Investments 2024 Q4 filed Feb. 14, 2025
- American Family Investments 2024 Q3 filed Nov. 15, 2024
- American Family Investments 2024 Q2 filed Aug. 14, 2024