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NYSE · Financials

AMERICAN INTL GROUP INC COM NEW AIG

American International Group (AIG) is a global insurance and financial services company that specializes in property and casualty insurance, life insurance and pension products. In recent years, the company has strengthened underwriting discipline and capital management through strategic transformation, and actively deployed artificial intelligence to improve operational efficiency. Investment analysis can focus on its improved underwriting profitability, balance sheet strengthening and technology-driven long-term growth potential.

Sources Company investor relations aig.com
Insurance

Company profile

Business mix

  • The core business covers global commercial insurance and personal insurance, including property, accident, special risk and other underwriting, and provides life and retirement solutions.
  • Expand the insurance ecosystem through strategic investments (such as Convex, Onex), reinsurance equity transactions (with Everest) and innovative special purpose vehicles (with Blackstone, Amwins, Palantir).

Current key questions

  • Historical underwriting losses and high leverage issues are gradually being resolved, but underwriting discipline and capital flexibility need to be maintained amid inflationary uncertainty and active disaster markets.
  • As technological change accelerates, companies need to effectively integrate agent-based AI to improve the efficiency of underwriting and claims decision-making while managing implementation risks.
  • After the credit rating is upgraded, it needs to achieve the three-year financial goals set by investors on the day and balance growth, profitability and risk exposure.
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 13.26 FCF N/A Buyback 11.63%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 2.1% $1.5B 2026-03-31
GQG Partners Rajiv Jain 1.3% $796.7M 2026-03-31
Viking Global Investors Andreas Halvorsen 0.9% $317.6M 2026-03-31
Soros Fund Management George Soros 0.1% $11.3M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $579.3M Estimated from net added shares
Reduction amount $702.5M Estimated from net reduced shares
Net share change / base shares -4.4% -1,637,278 / 37,369,107
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$155.4M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$155.4M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$317.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +4,221,223 (New) Total shares 4,221,223 Value $317.6M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 22.9% 13F value change +$4.4M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -20.1% 13F value change -$5.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -55.7% 13F value change -$20.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 404,596 Last 3 periods -228,331 (-56.4%) Total shares 176,265 Value $13.3M
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$15.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -19.4% 13F value change -$4.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +149,926 (New) Total shares 149,926 Value $11.3M
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.0% 13F value change -$80.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 24.5% 13F value change +$497.0M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -7.0% 13F value change -$344.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 17,269,384 Last 3 periods +3,327,594 (+19.3%) Total shares 20,596,978 Value $1.5B
GQG Partners Rajiv Jain 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -6.3% 13F value change -$235.5M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -16.1% 13F value change -$124.7M
13F 2026-03-31 Filed 2026-05-12
Major reduction Shares -31.7% 13F value change -$528.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 19,695,127 Last 3 periods -9,107,690 (-46.2%) Total shares 10,587,437 Value $796.7M

Recent mentions

No public mentions.