American Family Investments, Inc.
American Family Investments, Inc. is an investment firm headquartered in Madison, Wisconsin. It operates as an affiliated asset management entity within the American Family Insurance group, which is one of the largest mutual property/casualty insurance companies in the U.S. The firm manages investments on behalf of its parent organization's insurance operations as well as, potentially, institutional clients. American Family Investments, Inc. files 13F quarterly disclosures and manages over $1.4 billion in assets, focusing on maintaining and growing the reserves and capital of American Family companies. Employee count is not publicly disclosed but is expected to be small, supporting a lean investment operation aligned with a large insurance enterprise.
Investment Strategy
American Family Investments, Inc. manages a multi-asset portfolio with a strong focus on fixed income, ETFs, and public equities, optimizing returns while maintaining liquidity and risk objectives aligned with the needs of a large mutual insurance group. The portfolio includes investment-grade and high-yield bond ETFs, large- and mid-cap equity ETFs, and selective direct holdings. The strategy emphasizes capital preservation, income generation, and diversification, supporting the insurance operations’ long-term financial health and claims-paying ability.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 4.61% | $84.5M | 148,696 | $544.38 | $568.03 | +$22.6M |
I IWP | iShares Russell Mid-Cap Growth ETF | 3.96% | $72.6M | 523,294 | $110.41 | $138.68 | +$4.3M |
H HYLB | Xtrackers USD High Yield Corporate Bond ETF | 0.57% | $10.5M | 284,808 | $35.26 | $36.92 | +$219.3K |