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)
Name | % Change |
---|---|
BSJP Invesco BulletShares | 44.63% |
VOO VANGUARD 500 INDEX F | 4.51% |
LQD iShares iBoxx $ Inve | 2.05% |
HYDW Xtrackers Low Beta H | 2.05% |
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