LRI Investments, LLC
Position in AIG — American International Group, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in AIG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$315,858
-$64,078 QoQ
Shares Held
4,238
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#737
of 1,131 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $2,831,652 across 7 Insurance - Diversified names. AIG ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,521 | $2,262,262 | |
| 2 | AIG |
American International Group, Inc.
This page
|
4,238 | $315,858 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,445 | $191,491 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
613 | $59,496 | |
| 5 | SLF |
Sun Life Financial Inc
|
23 | $1,803 | |
| 6 | AEG |
Aegon Ltd.
|
83 | $700 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in AIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,858 | 4,238 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $379,936 | 5,049 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $322,010 | 3,764 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $328,768 | 4,186 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $394,056 | 4,604 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $398,793 | 4,587 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $357,083 | 4,905 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $334,074 | 4,562 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $321,013 | 4,324 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,480 | 262 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||