Tax-loss harvesting alternatives for AFG

Among the 8 Multi-line Insurance peers screened, L (Loews Corporation) has tracked AFG most closely over the past year, with a return correlation of 0.60. The strongest fund stand-in is IAK (iShares US Insurance ETF) at 0.67 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
L	Loews Corporation	Multi-line Insurance	0.60	0.66	0.70	0.70
AIZ	Assurant	Multi-line Insurance	0.56	0.58	0.53	0.60
HMN	Horace Mann Educators Corporation	Multi-line Insurance	0.51	0.50	0.47	0.56
AIG	American Intl Group	Multi-line Insurance	0.42	0.54	0.61	0.71
BRK-B	Berkshire Hathaway (B)	Multi-line Insurance	0.36	0.47	0.53	0.62
GNW	Genworth Financial, Inc.	Multi-line Insurance	0.34	0.47	0.44	0.38
LNC	Lincoln Financial	Multi-line Insurance	0.26	0.40	0.42	0.62
KMPR	Kemper Corporation	Multi-line Insurance	0.25	0.33	0.39	0.48

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
IAK	iShares US Insurance ETF	Insurance	INDUSTRY	0.67	0.73	0.76	0.80
KIE	SPDR S&P Insurance ETF	Insurance	INDUSTRY	0.66	0.72	0.74	0.80
KRE	SPDR S&P Regional Banking ETF	Regional Banks	SUB-IND	0.34	0.46	0.52	0.64
IYF	iShares US Financials ETF	Financials Sector	SECTOR	0.33	0.54	0.61	0.71
KBE	SPDR S&P Bank ETF	Banks	INDUSTRY	0.33	0.48	0.54	0.66
VFH	Vanguard Financials ETF	Financials Sector	SECTOR	0.32	0.54	0.60	0.72
XLF	Financial Select Sector SPDR	Financials Sector	SECTOR	0.32	0.53	0.60	0.71
KBWB	Invesco KBW Bank ETF	Large Banks	INDUSTRY	0.20	0.43	0.52	0.66
IPAY	ETFMG Prime Mobile Payments	Payments	SUB-IND	0.12	0.36	0.37	0.51
IAI	iShares Broker-Dealers & Exchanges	Capital Markets	INDUSTRY	0.07	0.37	0.47	0.62
FINX	Global X FinTech ETF	FinTech	SUB-IND	0.00	0.28	0.30	0.40
ARKF	ARK Fintech Innovation ETF	FinTech (Active)	SUB-IND	-0.04	0.22	0.23	0.29

NEXT STEPS

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Replacement research for AFG's peers

L AIZ HMN AIG BRK-B GNW LNC KMPR

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.