American Family Investments, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), American Family Investments, Inc. reported 11 stock positions worth $2.1 billion. Its top holding was Xtrackers US HY BB-B Ex Fin (BHYB) at 38.9% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 19.1%) and XTRS Low Beta Hi Yield ETF (HYDW, 12.6%). Compared with Q3 2024, it opened 1 new position, added to 5 and reduced 1. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +245%) and the biggest sale Bowhead Specialty Holdings I (BOW, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0002029723
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0001420506-25-000565 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $2.1B
| BHYB Xtrackers US HY BB-B Ex Fin | 38.91% | 15,018,800 | $803.0M | Add +25.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 19.06% | 5,042,000 | $393.3M | Add +244.9% |
| HYDW XTRS Low Beta Hi Yield ETF | 12.64% | 5,661,000 | $260.9M | Add +59.7% |
| VCIT Vanguard Int-Term Corporate | 10.41% | 2,677,000 | $214.9M | Add +51.9% |
| BOW Bowhead Specialty Holdings I | 8.09% | 4,700,928 | $167.0M | Reduce -22.5% |
| IWP iShares Russell Mid-Cap Grow | 3.37% | 549,210 | $69.6M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 3.14% | 120,344 | $64.8M | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.87% | 751,159 | $38.7M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.68% | 670,543 | $34.7M | No change |
| HYLB Xtrackers Usd High Yield Cor | 0.50% | 284,808 | $10.3M | No change |
| TDW Tidewater Inc. | 0.32% | 119,817 | $6.6M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BOW Bowhead Specialty Holdings I | Reduce -22.5% | 8.09% | −3.89 |
Portfolio Buys Q3 2024 → Q4 2024
| VCSH Vanguard S/T Corp. Bond ETF | Add +244.9% | 19.06% | +10.87 |
| VOO Vanguard S&P 500 ETF | New | 3.14% | +3.14 |
| HYDW XTRS Low Beta Hi Yield ETF | Add +59.7% | 12.64% | +0.80 |
| VCIT Vanguard Int-Term Corporate | Add +51.9% | 10.41% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +1.5% | 3.37% | −1.10 |
| BHYB Xtrackers US HY BB-B Ex Fin | Add +25.7% | 38.91% | −7.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $5.5B | BHYB, IWV, JNK, SPIB, VCIT |
| Q1 2026 | 13 | $3.8B | BHYB, SPIB, JNK, IWV, VCIT |
| Q4 2025 | 11 | $2.8B | BHYB, SPIB, JNK, HYD, BOW |
| Q3 2025 | 9 | $1.9B | BHYB, SPIB, BOW, VOO, HYDW |
| Q2 2025 | 14 | $1.8B | BHYB, HYDW, BOW, SPIB, VOO |
| Q1 2025 | 11 | $1.4B | BHYB, BOW, HYDW, IWP, VCSH |
| Q4 2024 | 11 | $2.1B | BHYB, VCSH, HYDW, VCIT, BOW |
| Q3 2024 | 10 | $1.4B | BHYB, BOW, HYDW, VCIT, VCSH |
| Q2 2024 | 10 | $1.4B | BHYB, HYDW, Bowhead Specialty Holdings Inc, VCIT, VCSH |