MONTAG A & ASSOCIATES INC

Position in AIG — American International Group, Inc.

CIK 829407 ATLANTA, GA

Position in AIG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,149,774

-$33,231 QoQ

Shares Held

15,427

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#480

of 1,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $23,089,399 across 4 Insurance - Diversified names. AIG ranks #2 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	25,881	$21,182,439
2	AIG	American International Group, Inc. This page	15,427	$1,149,774
3	ACGL	Arch Capital Group Ltd.	7,650	$742,509
4	AEG	Aegon Ltd.	1,739	$14,677

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,774	15,427	-1.9%	Shares	Sole	2026-08-05
2026-03-31	$1,183,005	15,721	-4.6%	Shares	Sole	2026-04-29
2025-12-31	$1,410,377	16,486	-4.1%	Shares	Sole	2026-02-02
2025-09-30	$1,350,809	17,199	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,471,120	17,188	-3.4%	Shares	Sole	2025-08-07
2025-03-31	$1,546,488	17,788	+0.7%	Shares	Sole	2025-05-05
2024-12-31	$1,285,502	17,658	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,293,095	17,658	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,310,929	17,658	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$1,373,837	17,575	0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,190,706	17,575	+4.5%	Shares	Sole	2024-02-07
2023-09-30	$1,019,595	16,825	0.0%	Shares	Sole	2023-11-09
2023-06-30	$968,110	16,825	0.0%	Shares	Sole	2023-08-09
2023-03-31	$847,307	16,825	-3.8%	Shares	Sole	2023-05-11
2022-12-31	$1,106,067	17,490	0.0%	Shares	Sole	2023-02-02
2022-09-30	$830,425	17,490	-2.9%	Shares	Sole	2022-11-09
2022-06-30	$920,749	18,008	0.0%	Shares	Sole	2022-08-10
2022-03-31	$1,130,362	18,008	-1.5%	Shares	Sole	2022-05-02
2021-12-31	$1,039,969	18,290	-17.6%	Shares	Sole	2022-02-09
2021-09-30	$1,218,009	22,190	-27.7%	Shares	Sole	2021-11-08
2021-06-30	$1,460,844	30,690	-13.8%	Shares	Sole	2021-08-03
2021-03-31	$1,645,584	35,611	-7.8%	Shares	Sole	2021-05-14
2020-12-31	$1,461,812	38,611	+3.3%	Shares	Sole	2021-02-12
2020-09-30	$1,028,685	37,366	-7.7%	Shares	Sole	2020-11-12
2020-06-30	$1,261,979	40,474	-2.9%	Shares	Sole	2020-08-04
2020-03-31	$1,010,594	41,674	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.