EP Wealth Advisors, LLC

Position in AIG — American International Group, Inc.

CIK 1540569 TORRANCE, CA

Position in AIG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$940,046

+$217,421 QoQ

Shares Held

12,613

+31.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#524

of 1,131 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $164,204,204 across 5 Insurance - Diversified names. AIG ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	255,992	$160,274,870
2	HIG	Hartford Insurance Group, Inc.	17,253	$2,286,367
3	AIG	American International Group, Inc. This page	12,613	$940,046
4	SLF	Sun Life Financial Inc	6,919	$542,587
5	AEG	Aegon Ltd.	18,997	$160,334

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,046	12,613	+31.3%	Shares	Sole	2026-08-12
2026-03-31	$722,625	9,603	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$835,994	9,772	+24.0%	Shares	Sole	2026-02-18
2025-06-30	$674,705	7,883	+20.2%	Shares	Sole	2025-08-14
2025-03-31	$570,065	6,557	+4.3%	Shares	Sole	2025-05-15
2024-12-31	$457,766	6,288	-12.3%	Shares	Sole	2025-02-14
2024-09-30	$525,278	7,173	+61.8%	Shares	Sole	2024-11-15
2024-06-30	$329,180	4,434	+25.4%	Shares	Sole	2024-08-19
2024-03-31	$276,409	3,536	+4.9%	Shares	Sole	2024-05-14
2023-12-31	$228,385	3,371	-0.8%	Shares	Sole	2024-02-28
2023-09-30	$205,918	3,398	-49.4%	Shares	Sole	2023-11-24
2022-06-30	$343,031	6,709	+16.1%	Shares	Sole	2022-08-11
2022-03-31	$362,685	5,778	+1.5%	Shares	Sole	2022-05-20
2021-03-31	$262,934	5,690	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.