AMERICAN FINANCIAL GROUP INC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
GREAT AMERICAN INSURANCE GROUP TOWER CINCINNATI, OH 45202
As of the latest 13F report, the guru’s equity portfolio contained 85 stocks valued at a total of $270.00Mil. The top holdings were NXST(14.61%), FRG(8.90%), and C(5.36%).
According to GuruFocus data, these were AMERICAN FINANCIAL GROUP INC’s top five trades of the quarter.
Blue Water Vaccines Inc.
The guru established a new position worth 403,032 shares in NAS:BWV, giving the stock a 7.39% weight in the equity portfolio. Shares traded for an average price of $53.8 during the quarter.
On 08/05/2022, Blue Water Vaccines Inc. traded for a price of $2.4885 per share and a market cap of $30.73Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Blue Water Vaccines Inc. has a price-book ratio of 1.86.
Chubb Ltd
The guru sold out of their 105,734-share investment in NYSE:CB. Previously, the stock had a 6.29% weight in the equity portfolio. Shares traded for an average price of $203.13 during the quarter.
On 08/05/2022, Chubb Ltd traded for a price of $185.67 per share and a market cap of $77.58Bil. The stock has returned 9.55% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Chubb Ltd has a price-earnings ratio of 11.19, a price-book ratio of 1.51, a price-earnings-to-growth (PEG) ratio of 1.40, a EV-to-Ebitda ratio of 9.89 and a price-sales ratio of 1.96.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
WR Berkley Corp
The guru sold out of their 263,250-share investment in NYSE:WRB. Previously, the stock had a 4.45% weight in the equity portfolio. Shares traded for an average price of $59.79 during the quarter.
On 08/05/2022, WR Berkley Corp traded for a price of $61.685 per share and a market cap of $16.36Bil. The stock has returned 28.08% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, WR Berkley Corp has a price-earnings ratio of 12.97, a price-book ratio of 2.50, a price-earnings-to-growth (PEG) ratio of 2.49, a EV-to-Ebitda ratio of 9.53 and a price-sales ratio of 1.64.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Signet Jewelers Ltd
The guru established a new position worth 50,000 shares in NYSE:SIG, giving the stock a 1.18% weight in the equity portfolio. Shares traded for an average price of $79.97 during the quarter.
On 08/05/2022, Signet Jewelers Ltd traded for a price of $63.53 per share and a market cap of $2.95Bil. The stock has returned 3.93% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Signet Jewelers Ltd has a price-earnings ratio of 7.84, a price-book ratio of 2.35, a EV-to-Ebitda ratio of 5.35 and a price-sales ratio of 0.47.
The price-to-GF Value ratio is 1.54, earning the stock a GF Value rank of 1.
Tapestry Inc
The guru established a new position worth 45,000 shares in NYSE:TPR, giving the stock a 0.54% weight in the equity portfolio. Shares traded for an average price of $38.33 during the quarter.
On 08/05/2022, Tapestry Inc traded for a price of $33.915 per share and a market cap of $8.54Bil. The stock has returned -19.70% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Tapestry Inc has a price-earnings ratio of 10.93, a price-book ratio of 3.37, a EV-to-Ebitda ratio of 8.09 and a price-sales ratio of 1.43.
The price-to-GF Value ratio is 0.91, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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