UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Quarter Ended June 30, 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 August 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 4
FORM 13F SUMMARY PAGE
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Number of Other Included Managers: 4
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Form 13F Information Table Entry Total: 61
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Form 13F Information Table Value Total (thousands): $ 897,463
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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 5 421 26,149SH Defined 1,2,3 26,149
CIT GROUP INC COM 125581 10 8 1,602 65,000SH Defined " 65,000
CABLEVISION SYS CORP CL A NY CABLVS 12686C 10 9 571 27,500SH Defined " 27,500
CHIQUITA BRANDS INTL INC *W EXP 3/19/2009 170032 11 4 6,691 1,884,840SH Defined " 1,884,840
COMCAST CORP NEW CL A 20030N 10 1 608 20,153SH Defined " 20,153
COMCAST CORP NEW CL A SPL 20030N 20 0 1,015 35,000SH Defined " 35,000
CONAGRA FOODS INC COM 205887 10 2 590 25,000SH Defined " 25,000
DPL INC COM 233293 10 9 6,292 394,700SH Defined " 394,700
GREAT AMERN FINL RES INC COM 389915 10 9 459,637 35,059,995SH Defined " 35,059,995
KEYCORP NEW COM 493267 10 8 1,769 70,000SH Defined " 70,000
KROGER CO COM 501044 10 1 125 7,500SH Defined " 7,500
MARSH SUPERMARKETS INC CL B 571783 20 8 2,322 189,543SH Defined " 189,543
MARSH SUPERMARKETS INC CL A 571783 30 7 9,050 729,844SH Defined " 729,844
PNC FINL SVCS GROUP INC COM 693475 10 5 3,124 64,000SH Defined " 64,000
PROVIDENT FINL GROUP INC COM 743866 10 5 143,486 5,572,271SH Defined " 5,572,271
QWEST COMMUNICATIONS INTL INC COM 749121 10 9 86 17,902SH Defined " 17,902
RCN CORP COM 749361 10 1 42 21,000SH Defined " 21,000
SAFEWAY INC COM NEW 786514 20 8 1,046 51,100SH Defined " 51,100
SEABULK INTL INC COM 81169P 10 1 632 72,499SH Defined " 72,499
SEPRACOR INC COM 817315 10 4 1,850 103,200SH Defined " 103,200
TENET HEALTHCARE CORP COM 88033G 10 0 1,049 90,000SH Defined " 90,000
TYCO INTL LTD NEW COM 902124 10 6 2,562 135,000SH Defined " 135,000
UNITED AUTO GROUP INC COM 909440 10 9 494 22,700SH Defined " 22,700
WALTER INDS INC COM 93317Q 10 5 917 78,000SH Defined " 78,000
WASHINGTON MUT INC COM 939322 10 3 832 20,134SH Defined " 20,134
WILTEL COMMUNICATNS GROUP INC COM 972487 10 2 1,820 122,284SH Defined " 122,284
HOLDINGS OF AMERICAN PREMIER UNDERWRITERS, INC.
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INFINITY PPTY & CAS CORP COM 45665Q 10 3 185,271 7,850,465SH Defined 1,2,4 7,850,465
HOLDINGS OF OTHER ENTITIES EACH HAVING LESS THAN $100 MILLION IN 13F SECURITIES
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BRISTOL MYERS SQUIBB CO COM 110122 10 8 272 10,000SH Defined 1,2,3 10,000
BRISTOL MYERS SQUIBB CO COM 110122 10 8 272 10,000SH Other 10,000
CIT GROUP INC COM 125581 10 8 1,603 65,000SH Defined 1,2,3 65,000
CABLEVISION SYS CORP CL A NY CABLVS 12686C 10 9 6,836 329,300SH Defined " 329,300
CABLEVISION SYS CORP CL A NY CABLVS 12686C 10 9 62 2,977SH Other 2,977
CHIQUITA BRANDS INTL INC *W EXP 3/19/2009 170032 11 4 870 244,942SH Defined 1,2,3 244,942
CHIQUITA BRANDS INTL INC *W EXP 3/19/2009 170032 11 4 852 239,901SH Other 239,901
COMCAST CORP NEW CL A 20030N 10 1 447 14,800SH Other 14,800
COMCAST CORP NEW CL A SPL 20030N 20 0 399 13,760SH Other 13,760
DPL INC COM 233293 10 9 159 10,000SH Other 10,000
JOHN HANCOCK BK &THRIFT OPP SH BEN INT 409735 10 7 594 67,200SH Other 67,200
HOST MARRIOTT CORP NEW COM 44107P 10 4 93 10,110SH Other 10,110
KROGER CO COM 501044 10 1 125 7,500SH Defined 1,2,3 7,500
LEUCADIA NATL CORP COM 527288 10 4 978 26,352SH Defined 1,2 26,352
MARSH SUPERMARKETS INC CL B 571783 20 8 5,976 487,801SH Other 487,801
METLIFE INC COM 59156R 10 8 1,391 49,115SH Sole 49,115
POPULAR INC COM 733174 10 6 7,296 189,320SH Defined 1,2,3 189,320
PROVIDENT FINL GROUP INC COM 743866 10 5 12,867 499,704SH Defined " 499,704
PROVIDENT FINL GROUP INC COM 743866 10 5 5,079 197,239SH Other 197,239
RCN CORP COM 749361 10 1 39 20,000SH Defined 1,2,3 20,000
RCN CORP COM 749361 10 1 99 50,250SH Other 50,250
SAFEWAY INC COM NEW 786514 20 8 1,583 77,300SH Defined 1,2,3 77,300
SANTANDER BANCORP COM 802809 10 3 495 30,250SH Defined " 30,250
SEABULK INTL INC COM 81169P 10 1 2,120 243,111SH Defined " 243,111
SEABULK INTL INC COM 81169P 10 1 855 98,000SH Other 98,000
SEPRACOR INC COM 817315 10 4 144 8,000SH Defined 1,2,3 8,000
TENET HEALTHCARE CORP COM 88033G 10 0 1,767 151,700SH Defined " 151,700
TYCO INTL LTD NEW COM 902124 10 6 2,373 125,000SH Defined " 125,000
US BANCORP DEL COM NEW 902973 30 4 697 28,462SH Other 28,462
UNITED AUTO GROUP INC COM 909440 10 9 554 25,400SH Defined 1,2,3 25,400
WALTER INDS INC COM 93317Q 10 5 916 78,000SH Defined " 78,000
WASHINGTON MUT INC COM 939322 10 3 1,865 45,179SH Defined " 45,179
WILTEL COMMUNICATNS GROUP INC COM 972487 10 2 1,062 71,369SH Defined " 71,369
ZENITH NATL INS CORP COM 989390 10 9 2,819 98,900SH Other 98,900
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REPORT TOTAL $897,463
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