American Family Investments, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), American Family Investments, Inc. reported 11 stock positions worth $1.4 billion. Its top holding was Xtrackers US HY BB-B Ex Fin (BHYB) at 56.4% of the portfolio, followed by Bowhead Specialty Holdings I (BOW, 13.3%) and XTRS Low Beta Hi Yield ETF (HYDW, 9.6%). Compared with Q4 2024, it added to 2 and reduced 6. The biggest buy was Xtrackers US HY BB-B Ex Fin (BHYB, shares +1%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, WI
- CIK
- 0002029723
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001420506-25-001139 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $1.4B
| BHYB Xtrackers US HY BB-B Ex Fin | 56.39% | 15,178,800 | $812.8M | Add +1.1% |
| BOW Bowhead Specialty Holdings I | 13.26% | 4,700,761 | $191.1M | Reduce 0.0% |
| HYDW XTRS Low Beta Hi Yield ETF | 9.59% | 2,978,000 | $138.2M | Reduce -47.4% |
| IWP iShares Russell Mid-Cap Grow | 4.74% | 581,294 | $68.3M | Add +5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.63% | 845,187 | $66.7M | Reduce -83.2% |
| VOO Vanguard S&P 500 ETF | 4.29% | 120,344 | $61.8M | No change |
| VCIT Vanguard Int-Term Corporate | 3.82% | 673,619 | $55.1M | Reduce -74.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.55% | 425,000 | $22.3M | Reduce -43.4% |
| HYLB Xtrackers Usd High Yield Cor | 0.71% | 284,808 | $10.3M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.67% | 185,000 | $9.7M | Reduce -72.4% |
| TDW Tidewater Inc. | 0.35% | 119,817 | $5.1M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -83.2% | 4.63% | −14.43 |
| VCIT Vanguard Int-Term Corporate | Reduce -74.8% | 3.82% | −6.59 |
| HYDW XTRS Low Beta Hi Yield ETF | Reduce -47.4% | 9.59% | −3.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -72.4% | 0.67% | −1.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -43.4% | 1.55% | −0.33 |
| BOW Bowhead Specialty Holdings I | Reduce 0.0% | 13.26% | +5.17 |
Portfolio Buys Q4 2024 → Q1 2025
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 |