Compound Planning, Inc.

Position in AIG — American International Group, Inc.

CIK 1978879 NEW YORK, NY

Position in AIG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$761,547

-$12,850 QoQ

Shares Held

10,218

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#552

of 1,131 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $33,350,551 across 5 Insurance - Diversified names. AIG ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	61,254	$30,650,888
2	HIG	Hartford Insurance Group, Inc.	7,015	$929,627
3	AIG	American International Group, Inc. This page	10,218	$761,547
4	SLF	Sun Life Financial Inc	9,251	$725,463
5	ACGL	Arch Capital Group Ltd.	2,916	$283,026

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$761,547	10,218	-0.7%	Shares	Other	2026-08-04
2026-03-31	$774,397	10,291	-7.1%	Shares	Other	2026-05-14
2025-12-31	$948,150	11,083	-1.2%	Shares	Defined	2026-02-19
2025-09-30	$880,669	11,213	-11.5%	Shares	Sole	2025-11-10
2025-06-30	$1,084,510	12,671	+11.2%	Shares	Sole	2025-08-14
2025-03-31	$990,855	11,397	+10.7%	Shares	Sole	2025-05-14
2024-12-31	$749,330	10,293	+17.0%	Shares	Sole	2025-01-17
2024-09-30	$643,984	8,794	-0.3%	Shares	Sole	2024-10-08
2024-06-30	$655,093	8,824	+10.1%	Shares	Sole	2024-07-26
2024-03-31	$626,610	8,016	+8.3%	Shares	Sole	2024-05-07
2023-12-31	$501,621	7,404	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.