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AMERICAN FAMILY INSURANCE MUTUAL HOLDING COMPANY

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MADISON WI Insurance Company
13F Summary
American Family Insurance Mutual Holding Company is based out of Madison. Their last reported 13F filing for Q4 2023 included $1,369,448,834 in managed 13F securities and a top 10 holdings concentration of 100.0%. American Family Insurance Mutual Holding Company's largest holding is Xtrackers USD High Yield BB-B ex Financials ETF with shares held of 11,605,000. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

Name % Change
BHYB Xtrackers USD High Y 45.65%
VCSH VANGUARD SHORT-TERM 6.78%
VCIT VANGUARD INTERMEDIAT 0.53%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BHYB Xtrackers USD High Y 45.65%
VCSH VANGUARD SHORT-TERM 23.62%
HYDW Xtrackers Low Beta H 11.93%
VCIT VANGUARD INTERMEDIAT 6.3%
IWP iShares Russell Mid- 5.76%
American Family Insurance Mutual Holding Company (AFIMHC) is the direct and indirect parent holding company of certain "institutional investment managers" as defined under Section 13(f) of the Securities Exchange Act of 1934 (the Act). Solely for purposes of the reporting requirements under Section 13(f) of the Act and the rules promulgated thereunder, as a result of the corporate relationship between AFIMHC and certain of its operating subsidiaries, AFIMHC is deemed to share investment discretion with such subsidiaries with respect to Section 13(f) securities. Therefore, the information required by Form 13F is reported herein by AFIMHC on behalf of all such subsidiaries to the extent required by the reporting requirements under Section 13(f). American Family Insurance Mutual Holding Company (AFIMHC) is the direct and indirect parent holding company of certain "institutional investment managers" as defined under Section 13(f) of the Securities Exchange Act of 1934 (the Act). Solely for purposes of the reporting requirements under Section 13(f) of the Act and the rules promulgated thereunder, as a result of the corporate relationship between AFIMHC and certain of its operating subsidiaries, AFIMHC is deemed to share investment discretion with such subsidiaries with respect to Section 13(f) securities. Therefore, the information required by Form 13F is reported herein by AFIMHC on behalf of all such subsidiaries to the extent required by the reporting requirements under Section 13(f).

2023-12-31

13F Activity

Market Value $1.37b, Prior: $1.29b
New Purchases 1 stocks
Added To 2 stocks
Sold out of 3 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 44.44%
Turnover Alt %[2] 49.75%
Time Held Top 20 10 quarters
Time Held Top 10 8.2222 quarters
Time Held All 10.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance