American Family Investments, Inc.

MADISON, WI · CIK 2029723 · 13F filing filed 2026-08-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityAMERICAN FAMILY INVESTMENTS, INC. (US)
Part of American Family Mutual Insurance Company, S.I. (US)

Other 13F filers in this group: AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. files a notice

$5.5bn reported value +45.7% vs Q1 2026

13positions

98.0%in top 10

0 new 9 added 2 reduced 0 sold out vs Q1 2026

This report includes the holdings of 4 other managers that share the investment decisions:

AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. – reports through this filing
AmFam Holdings, Inc. – reports through this filing
American Family Insurance Mutual Holding Co – reports through this filing
American Family Investments Holdings, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DBX ETF TR XTRACKERS USD HG BHYB	BHYB	48,109,589	$2.6bn47.10%	47.10%	Added +13.1m	+13,087,789 37.4%
2	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,627,426	$693.9m12.52%	12.52%	Added +783.7k	+783,688 92.9%
3	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	5,682,623	$547.6m9.88%	9.88%	Added +2.1m	+2,117,623 59.4%
4	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	14,630,218	$489.5m8.83%	8.83%	Added +4.5m	+4,451,218 43.7%
5	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	5,008,438	$413.9m7.47%	7.47%	Added +2.3m	+2,252,018 81.7%
6	ISHARES TR GLB INFRASTR ETF IGF	IGF	2,538,162	$169.0m3.05%	3.05%	Added +1.2m	+1,167,453 85.2%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	217,810	$149.6m2.70%	2.70%	Added +10.9k	+10,889 5.3%
8	BOWHEAD SPECIALTY HLDGS INC COM SHS BOW	BOW	4,700,761	$140.7m2.54%	2.54%	Unchanged
9	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	2,549,761	$112.3m2.03%	2.03%	Added +1.2m	+1,182,674 86.5%
10	ISHARES TR RUS MD CP GR ETF IWP	IWP	723,817	$106.0m1.91%	1.91%	Added +103.3k	+103,294 16.6%
11	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	1,626,304	$83.8m1.51%	1.51%	Reduced -2.3m	-2,254,714 -58.1%
12	ISHARES TR IBOXX INV CP ETF LQD	LQD	155,400	$16.9m0.31%	0.31%	Reduced -118.0k	-118,000 -43.2%
13	TIDEWATER INC NEW COM TDW	TDW	119,817	$8.0m0.14%	0.14%	Unchanged