UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Quarter Ended March 31, 2003
AMERICAN FINANCIAL GROUP, INC.
One East Fourth Street, Cincinnati, Ohio 45202
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(Name and Address of Institutional Investment Manager Filing this Report)
Form 13F File Number: 28-4389
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Fred J. Runk
Senior Vice President and Treasurer
(513) 579-2489
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(Name, Title and Phone Number of Person Signing
this Report on Behalf of Reporting Manager)
Signature:
Fred J. Runk Cincinnati, Ohio May 13, 2003
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Fred J. Runk
Senior Vice President and Treasurer
Report Type:
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
Page 1 of 3
FORM 13F SUMMARY PAGE
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Number of Other Included Managers: 4
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Form 13F Information Table Entry Total: 52
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Form 13F Information Table Value Total (thousands): $ 888,742
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Name and 13F file numbers of all Institutional Investment Managers with respect
to which this schedule is filed (other than American Financial Group, Inc.):
Number 13F File Number Name of Subsidiary
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1. 28-5042 AFC Holding Company
2. 28-497 American Financial Corporation
3. 28-498 Great American Insurance Company
4. 28-2414 Americam Premier Underwriters, Inc.
Page 2
FORM 13F INFORMATION TABLE
Column 4: Column 5: Column 8:
Column 2: Market Shares or Column 6: Column 7: Voting Authority
Column 1: Title of Column 3: Value Principal Investment Other ---------------------------
Name of Issuer Class CUSIP (000's) Amount Discretion Managers Sole Shared None
-------------- ---------------- ----------- --------- ------------ ---------- -------- ---------- ------ ---------
HOLDINGS OF GREAT AMERICAN INSURANCE COMPANY
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AOL TIME WARNER INC COM 00184A 10 5 284 26,149SH Defined 1,2,3 26,149
CIT GROUP INC COM 125581 10 8 1,433 85,000SH Defined " 85,000
CABLEVISION SYS CORP CL A NY CABLVS 12686C 10 9 522 27,500SH Defined " 27,500
CHIQUITA BRANDS INTL INC *W EXP 3/19/2009 170032 11 4 6,377 1,944,340SH Defined " 1,944,340
COMCAST CORP NEW CL A 20030N 10 1 576 20,153SH Defined " 20,153
COMCAST CORP NEW CL A SPL 20030N 20 0 962 35,000SH Defined " 35,000
CONAGRA FOODS INC COM 205887 10 2 502 25,000SH Defined " 25,000
GREAT AMERN FINL RES INC COM 389915 10 9 531,510 35,059,995SH Defined " 35,059,995
KEYCORP NEW COM 493267 10 8 1,354 60,000SH Defined " 60,000
KROGER CO COM 501044 10 1 99 7,500SH Defined " 7,500
MARSH SUPERMARKETS INC CL B 571783 20 8 2,009 189,543SH Defined " 189,543
MARSH SUPERMARKETS INC CL A 571783 30 7 8,393 729,844SH Defined " 729,844
PNC FINL SVCS GROUP INC COM 693475 10 5 2,712 64,000SH Defined " 64,000
PROVIDENT FINL GROUP INC COM 743866 10 5 118,299 5,572,271SH Defined " 5,572,271
QWEST COMMUNICATIONS INTL INC COM 749121 10 9 62 17,902SH Defined " 17,902
RCN CORP COM 749361 10 1 15 21,000SH Defined " 21,000
SAFEWAY INC COM NEW 786514 20 8 683 36,100SH Defined " 36,100
SEABULK INTL INC COM 81169P 10 1 765 84,553SH Defined " 84,553
SEPRACOR INC COM 817315 10 4 1,397 103,200SH Defined " 103,200
TENET HEALTHCARE CORP COM 88033G 10 0 1,053 90,000SH Defined " 60,000
TYCO INTL LTD NEW COM 902124 10 6 1,736 135,000SH Defined " 135,000
UNITED AUTO GROUP INC COM 909440 10 9 267 22,700SH Defined " 22,700
WASHINGTON MUT INC COM 939322 10 3 710 20,134SH Defined " 20,134
WILTEL COMMUNICATNS GROUP INC COM 972487 10 2 3,821 303,284SH Defined " 303,284
HOLDINGS OF AMERICAN PREMIER
UNDERWRITERS, INC.
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INFINITY PPTY & CAS CORP COM 45665Q 10 3 143,271 7,850,465SH Defined 1,2,4 7,850,465
HOLDINGS OF OTHER SUBSIDIARIES
OF AFG EACH HAVING LESS THAN
$100 MILLION IN 13F SECURITIES
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AMERICAN INTL GROUP INC COM 026874 10 7 2,473 50,000SH Defined 1,2,3 50,000
BRISTOL MYERS SQUIBB CO COM 110122 10 8 423 20,000SH Defined 1,2,3,4 10,000 10,000
CIT GROUP INC COM 125581 10 8 1,602 95,000SH Defined 1,2,3 95,000
CABLEVISION SYS CORP CL A NY CABLVS 12686C 10 9 6,310 332,277SH Defined 1,2,3,4 329,300 2,977
CHIQUITA BRANDS INTL INC *W EXP 3/19/2009 170032 11 4 2,636 803,643SH Defined " 803,643
COMCAST CORP NEW CL A 20030N 10 1 423 14,800SH Defined 1,2,4 14,800
COMCAST CORP NEW CL A SPL 20030N 20 0 378 13,760SH Defined " 13,760
JOHN HANCOCK BK &THRIFT OPP SH BEN INT 409735 10 7 470 67,200SH Defined " 67,200
HOST MARRIOTT CORP NEW COM 44107P 10 4 70 10,110SH Defined " 10,110
KROGER CO COM 501044 10 1 99 7,500SH Defined 1,2,3 7,500
LEUCADIA NATL CORP COM 527288 10 4 942 26,352SH Defined 1,2 26,352
MARSH SUPERMARKETS INC CL B 571783 20 8 5,171 487,801SH Defined 1,2,4 487,801
METLIFE INC COM 59156R 10 8 1,296 49,115SH Defined 49,115
POPULAR INC COM 733174 10 6 6,435 189,320SH Defined 1,2,3 189,320
PROVIDENT FINL GROUP INC COM 743866 10 5 14,796 696,943SH Defined 1,2,3,4 499,704 197,239
RCN CORP COM 749361 10 1 51 70,250SH Defined " 20,000 50,250
SAFEWAY INC COM NEW 786514 20 8 706 37,300SH Defined 1,2,3 37,300
SANTANDER BANCORP COM 802809 10 3 404 30,250SH Defined " 30,250
SEABULK INTL INC COM 81169P 10 1 3,409 376,645SH Defined 1,2,3,4 278,645 98,000
SEPRACOR INC COM 817315 10 4 108 8,000SH Defined 1,2,3 8,000
TENET HEALTHCARE CORP COM 88033G 10 0 2,032 121,700SH Defined " 121,700
TYCO INTL LTD NEW COM 902124 10 6 1,608 125,000SH Defined " 125,000
US BANCORP DEL COM NEW 902973 30 4 540 28,462SH Defined 1,2,4 28,462
UNITED AUTO GROUP INC COM 909440 10 9 298 25,400SH Defined 1,2,3 25,400
WASHINGTON MUT INC COM 939322 10 3 1,594 45,179SH Defined " 45,179
WILTEL COMMUNICATNS GROUP INC COM 972487 10 2 3,067 243,369SH Defined " 243,369
ZENITH NATL INS CORP COM 989390 10 9 2,121 98,900SH Defined 1,2,4 98,900
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REPORT TOTAL $888,724
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