American Financial Group, Inc.

AFG distributes overwhelmingly through independent insurance agents and brokers. No single customer dominates, but the broker channel (Marsh, Aon, WTW, Gallagher) represents a concentrated intermediary dependency for market access.

Other

High

Reinsurance concentration — AFG cedes significant risk to a small number of large global reinsurers (Munich Re, Swiss Re, Hannover Re, SCOR, Berkshire Hathaway). Disruption or downgrade of any major reinsurer could impact capacity and pricing.

Other

Medium

Technology concentration — AFG's core insurance operations are migrating to Guidewire Cloud, creating a single-platform dependency for policy administration, claims, and billing.

Other

Medium

Investment portfolio concentration risk — ~86% of portfolio is in fixed maturity securities with significant allocation to commercial real estate loans through AREC. Real estate downturn could pressure investment returns.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Property & Casualty Insurance (Specialty P&C Group)

95.3%

$7.8B

Core business driving nearly all upstream procurement (reinsurance, technology, data analytics, claims services). Within P&C, estimated split: Property & Transportation ~34%, Specialty Casualty ~46%, Specialty Financial ~20% of premiums.

Corporate & Other

4.7%

$0.4B

Includes investment income from corporate assets and run-off operations. Minimal supply chain dependencies.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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American Financial Group, Inc.

AFG 공급망

상류

Swiss Re AG

Munich Re (Münchener Rückversicherungs-Gesellschaft AG)

Hannover Rück SE (Hannover Re)

SCOR SE

Berkshire Hathaway (Gen Re / National Indemnity)

Guidewire Software, Inc.

Amazon Web Services (AWS)

Salesforce, Inc.

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하류

Independent Insurance Agents & Brokers of America (IIABA / Trusted Choice)

Marsh & McLennan Companies (Marsh)

Aon plc

Willis Towers Watson plc

Arthur J. Gallagher & Co.

TRNSACT

Dyad

Econolease Financial Services

대체 기업

The Hanover Insurance Group, Inc.

CNA Financial Corporation

Cincinnati Financial Corporation

W.R. Berkley Corporation

지역

United States (domestic only)

Europe (reinsurer counterparties)

AFG 공급망

상류

Swiss Re AG

Munich Re (Münchener Rückversicherungs-Gesellschaft AG)

Hannover Rück SE (Hannover Re)

SCOR SE

Berkshire Hathaway (Gen Re / National Indemnity)

Guidewire Software, Inc.

Amazon Web Services (AWS)

Salesforce, Inc.

View More

하류

Independent Insurance Agents & Brokers of America (IIABA / Trusted Choice)

Marsh & McLennan Companies (Marsh)

Aon plc

Willis Towers Watson plc

Arthur J. Gallagher & Co.

TRNSACT

Dyad

Econolease Financial Services

대체 기업

The Hanover Insurance Group, Inc.

CNA Financial Corporation

Cincinnati Financial Corporation

W.R. Berkley Corporation

지역

United States (domestic only)

Europe (reinsurer counterparties)