The Analysis of American Family Investments, Inc.'s Holdings & P&L

Currently, American Family Investments, Inc. holds 13 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in N/A (+6.4M shares, valued at $344.8M), IWV (+571.9K shares, valued at $212.0M), N/A (+1.5M shares, valued at $141.4M); initiated new positions in IGF (+1.4M shares, valued at $91.8M), XLRE (+1.4M shares, valued at $55.8M).

1M P&L

+31.0M+2.06%

3M P&L

+25.5M+1.69%

HY P&L

+44.7M+3.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

92.0%

2Insurance - Property & Casualty105.4M

7.3%

3Oil & Gas Equipment & Services10.0M

0.7%

Top Industries by Stock Count

1N/A8 stocks

80.0%

2Oil & Gas Equipment & Services1 stocks

10.0%

3Insurance - Property & Casualty1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Xtrackers USD High Yield BB-B ex Financials ETF Xtrackers USD High Yield BB-B ex Financials ETF35.0M shares22.33%2026-03-312026-05-14

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF10.2M shares17.07%2026-03-312026-05-14

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF3.6M shares70.74%2026-03-312026-05-14

IWV ISHARES RUSSELL 3000 INDEX FUND843.7K shares210.38%2026-03-312026-05-14

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF2.8M shares125.01%2026-03-312026-05-14

HYD VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF3.9M shares33.51%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS206.9K shares10.22%2026-03-312026-05-14

BOW Bowhead Specialty Holdings Inc4.7M shares0.00%2026-03-312026-05-14

Sponsored

IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND1.4M sharesnew addition2026-03-312026-05-14

IWP iShares Russell Mid-Cap Growth ETF620.5K shares10.47%2026-03-312026-05-14

XLRE REAL ESTATE SELECT SECTOR SPDR FUND1.4M sharesnew addition2026-03-312026-05-14

LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF273.4K shares0.00%2026-03-312026-05-14

TDW TIDEWATER INC NEW119.8K shares0.00%2026-03-312026-05-14

Xtrackers USD High Yield BB-B ex Financials ETF

22.33%

Shares35.0M

Event2026-03-31

Filed2026-05-14

SPIB

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BD ETF

17.07%

Shares10.2M

Event2026-03-31

Filed2026-05-14

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF

70.74%

Shares3.6M

Event2026-03-31

Filed2026-05-14

IWV

ISHARES RUSSELL 3000 INDEX FUND

210.38%

Shares843.7K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

125.01%

Shares2.8M

Event2026-03-31

Filed2026-05-14

HYD

VANECK VECTORS HIGH YIELD MUNICIPAL INDEX ETF

33.51%

Shares3.9M

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

10.22%

Shares206.9K

Event2026-03-31

Filed2026-05-14

BOW

Bowhead Specialty Holdings Inc

0.00%

Shares4.7M

Event2026-03-31

Filed2026-05-14

IGF

ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND

New

Shares1.4M

Event2026-03-31

Filed2026-05-14

IWP

iShares Russell Mid-Cap Growth ETF

10.47%

Shares620.5K

Event2026-03-31

Filed2026-05-14

XLRE

REAL ESTATE SELECT SECTOR SPDR FUND

New

Shares1.4M

Event2026-03-31

Filed2026-05-14

LQD

ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND ETF

0.00%

Shares273.4K

Event2026-03-31

Filed2026-05-14

TDW

TIDEWATER INC NEW

0.00%

Shares119.8K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available