Institute for Wealth Management, LLC.
Position in AIG — American International Group, Inc.
CIK 1533954
DENVER, CO
Position in AIG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,108,410
-$54,353 QoQ
Shares Held
14,872
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#490
of 1,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. AIG ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,616 | $4,811,750 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
25,896 | $3,431,737 | |
| 3 | AIG |
American International Group, Inc.
This page
|
14,872 | $1,108,410 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,811 | $369,895 | |
| 5 | SLF |
Sun Life Financial Inc
|
70 | $5,489 | |
| 6 | AEG |
Aegon Ltd.
|
332 | $2,802 |
All Filings in AIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,410 | 14,872 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,162,763 | 15,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,325,768 | 15,497 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,241,010 | 15,801 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,374,233 | 16,056 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,405,732 | 16,169 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,251,286 | 17,188 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,273,909 | 17,396 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,291,256 | 17,393 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,386,110 | 17,732 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,105,544 | 16,318 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $991,476 | 16,361 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $941,411 | 16,361 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $823,939 | 16,361 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $989,453 | 15,646 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $767,086 | 16,156 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $826,056 | 16,156 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $937,595 | 14,937 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $792,685 | 13,941 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $736,349 | 13,415 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $638,554 | 13,415 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $619,907 | 13,415 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $511,299 | 13,505 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $433,845 | 15,759 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $517,338 | 16,592 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $408,661 | 16,852 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||