Independent Advisor Alliance

Position in AIG — American International Group, Inc.

CIK 1696899 CHARLOTTE, NC

Position in AIG

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

Position Value

$940,419

+$61,726 QoQ

Shares Held

12,618

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#523

of 1,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. AIG ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	126,457	$67,767,915
2	HIG	Hartford Insurance Group, Inc.	10,899	$1,444,335
3	SLF	Sun Life Financial Inc	13,164	$1,032,320
4	AIG	American International Group, Inc. This page	12,618	$940,419
5	ACGL	Arch Capital Group Ltd.	6,852	$665,054
6	AEG	Aegon Ltd.	20,524	$173,221

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,419	12,618	+8.1%	Shares	Sole	2026-08-12
2026-03-31	$878,693	11,677	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$971,933	11,361	-2.6%	Shares	Sole	2026-02-04
2025-09-30	$916,247	11,666	-8.0%	Shares	Sole	2025-11-04
2025-06-30	$1,085,280	12,680	-22.2%	Shares	Sole	2025-08-11
2025-03-31	$1,417,729	16,307	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$1,180,160	16,211	+56.0%	Shares	Sole	2025-02-07
2024-09-30	$761,079	10,393	+1.6%	Shares	Sole	2024-11-13
2024-06-30	$759,623	10,232	+24.5%	Shares	Sole	2024-08-12
2024-03-31	$642,557	8,220	+20.8%	Shares	Sole	2024-05-08
2023-12-31	$461,106	6,806	+11.2%	Shares	Sole	2024-02-08
2023-09-30	$370,872	6,120	+2.7%	Shares	Sole	2023-10-24
2023-06-30	$342,938	5,960	+48.7%	Shares	Sole	2023-07-28
2023-03-31	$201,792	4,007	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.