Waverly Advisors, LLC
Position in AIG — American International Group, Inc.
CIK 1568787
BIRMINGHAM, AL
Position in AIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$483,327
-$68,330 QoQ
Shares Held
6,485
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 1,131 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $134,832,459 across 7 Insurance - Diversified names. AIG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
219,902 | $132,487,250 | |
| 2 | SLF |
Sun Life Financial Inc
|
8,119 | $636,691 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
5,612 | $544,700 | |
| 4 | AIG |
American International Group, Inc.
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|
6,485 | $483,327 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
2,554 | $338,455 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
4,728 | $201,696 | |
| 7 | AEG |
Aegon Ltd.
|
16,628 | $140,340 |
All Filings in AIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,327 | 6,485 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $551,657 | 7,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $482,416 | 5,639 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $219,283 | 2,792 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,529 | 3,558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,425 | 3,168 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||