BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AIG — American International Group, Inc.
CIK 2010186
CINCINNATI, OH
Position in AIG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$538,702
-$3,323 QoQ
Shares Held
7,228
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 1,131 holders
Holding Since
Sep 2020
23 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. AIG ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
This page
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
306 | $29,700 |
All Filings in AIG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,702 | 7,228 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $542,025 | 7,203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $615,104 | 7,190 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $564,702 | 7,190 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $608,116 | 7,105 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $617,534 | 7,103 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $509,600 | 7,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $518,761 | 7,084 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $525,916 | 7,084 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $547,190 | 7,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $474,250 | 7,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $424,200 | 7,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $402,780 | 7,000 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $54,137 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $67,983 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $51,041 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $54,964 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $67,477 | 1,075 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $60,818 | 1,108 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $55,787 | 1,172 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $54,158 | 1,172 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $44,182 | 1,167 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $29,594 | 1,075 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||