Concurrent Investment Advisors, LLC
Position in AIG — American International Group, Inc.
CIK 2001015
Tampa, FL
Position in AIG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$799,557
-$21,570 QoQ
Shares Held
10,728
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 1,131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $53,805,786 across 5 Insurance - Diversified names. AIG ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
101,823 | $50,951,209 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
12,130 | $1,607,466 | |
| 3 | AIG |
American International Group, Inc.
This page
|
10,728 | $799,557 | |
| 4 | SLF |
Sun Life Financial Inc
|
2,983 | $233,926 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,201 | $213,628 |
All Filings in AIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,557 | 10,728 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $821,127 | 10,912 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,332,440 | 15,575 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $910,671 | 11,595 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $869,080 | 10,154 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $352,541 | 4,055 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $210,319 | 2,889 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $204,604 | 2,794 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||