American Family Insurance Mutual Co 13F annual report
American Family Insurance Mutual Co is an investment fund managing more than $1.29 trillion ran by Lauren Powell. There are currently 11 companies in Mrs. Powell’s portfolio. The largest investments include Invesco Bullet Shares High Yield Bond Etf and Vanguard Short-term Corporate Bond Etf, together worth $790 billion.
$1.29 trillion Assets Under Management (AUM)
As of 2nd November 2023, American Family Insurance Mutual Co’s top holding is 25,522,000 shares of Invesco Bullet Shares High Yield Bond Etf currently worth over $574 billion and making up 44.6% of the portfolio value.
In addition, the fund holds 2,881,000 shares of Vanguard Short-term Corporate Bond Etf worth $217 billion.
The third-largest holding is Xtrackers Low Beta High Yield Bond Etf worth $180 billion and the next is Vanguard Intermediate-term Corporate Bond Etf worth $74.2 billion, with 977,000 shares owned.
Currently, American Family Insurance Mutual Co's portfolio is worth at least $1.29 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at American Family Insurance Mutual Co
The American Family Insurance Mutual Co office and employees reside in Madison, Wisconsin. According to the last 13-F report filed with the SEC, Lauren Powell serves as the Asst. Secretary, Governance & Licensing Vice President at American Family Insurance Mutual Co.
Recent trades
In the most recent 13F filing, American Family Insurance Mutual Co revealed that it had increased its stake in
Ishares Russell Mid-cap Growth Etf and bought 7,085 additional shares worth around .
On the other hand, Lauren Powell disclosed a decreased stake in Vanguard Short-term Corporate Bond Etf by approximately 0.1%.
This leaves the value of the investment at $217 billion and 2,881,000 shares.
One of the largest hedge funds
The two most similar investment funds to American Family Insurance Mutual Co are Concourse Financial Group Securities, Inc and Strategic Services, Inc. They manage $1.28 trillion and $1.28 trillion respectively.
Lauren Powell investment strategy
American Family Insurance Mutual Co’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Miscellaneous — making up 0.7% of
the total portfolio value.
The fund focuses on investments in the Unknown as
100.0% of the portfolio companies
are based in the Unknown.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
approximately 0.1% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $2.75 billion.
The complete list of American Family Insurance Mutual Co trades based on 13F SEC filings
These positions were updated on November 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Invesco Bullet Shares High Yield Bond Etf |
No change
25,522,000
|
$573,734,560,000 | 44.63% |
| Vanguard Short-term Corporate Bond Etf |
9.52%
2,881,000
|
$216,507,150,000 | 16.84% |
| Xtrackers Low Beta High Yield Bond Etf |
No change
4,069,000
|
$179,700,061,000 | 13.98% |
| Vanguard Intermediate-term Corporate Bond Etf |
No change
977,000
|
$74,232,460,000 | 5.77% |
| Ishares Russell Mid-cap Growth Etf |
0.95%
754,748
|
$68,946,230,000 | 5.36% |
| Vanguard S&p 500 Index |
No change
147,764
|
$58,026,923,000 | 4.51% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
No change
751,159
|
$36,543,885,000 | 2.84% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
No change
670,543
|
$33,413,158,000 | 2.60% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
No change
257,973
|
$26,318,405,000 | 2.05% |
| Xtrackers Usd High Yield Corporate Bond Etf |
No change
284,808
|
$9,654,991,000 | 0.75% |
| Tidewater Inc. |
No change
119,817
|
$8,515,394,000 | 0.66% |
| No transactions found | |||
| Showing first 500 out of 11 holdings | |||
Hedge funds similar to American Family Insurance Mutual Co
- Ellevest
- Novo A/s
- Calamos Wealth Management
- Bar Harbor Wealth Management
- Technology Crossover Management Ix
- Acropolis Investment Management
- Guyasuta Investment Advisors Inc
- Concourse Financial Group Securities, Inc
- Strategic Services, Inc
- Kentucky Retirement Systems Insurance Trust Fund
- Mcdonald Capital Investors Inc/ca
- Technology Crossover Management Viii
- Angeles Investment Advisors
- Ashe Capital Management, L.P.