Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s American International AIG Stock Holding History

Baker Tilly Wealth Management’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$595K Buy
7,994
+2,682
+50% +$207K 0.12% 152
2026
Q2 		$396K Buy
5,312
+605
+13% +$46K 0.08% 188
2026
Q1 		$354K Buy
4,707
+534
+13% +$40.9K 0.09% 194
2025
Q4 		$357K Sell
4,173
-79
-2% -$6.32K 0.09% 195
2025
Q3 		$334K Buy
4,252
+70
+2% +$5.59K 0.08% 199
2025
Q2 		$358K Sell
4,182
-77
-2% -$6.41K 0.13% 165
2025
Q1 		$370K Sell
4,259
-3,301
-44% -$257K 0.15% 153
2024
Q4 		$550K Sell
7,560
-246
-3% -$18.5K 0.22% 107
2024
Q3 		$572K Buy
7,806
+346
+5% +$25.8K 0.25% 102
2024
Q2 		$554K Sell
7,460
-6,217
-45% -$475K 0.23% 110
2024
Q1 		$1.07M Sell
13,677
-318
-2% -$22.7K 0.19% 114
2023
Q4 		$948K Sell
13,995
-1,674
-11% -$107K 0.16% 143
2023
Q3 		$950K Sell
15,669
-11,384
-42% -$680K 0.16% 138
2023
Q2 		$1.56M Buy
27,053
+1,478
+6% +$79.4K 0.16% 134
2023
Q1 		$1.29M Sell
25,575
-6,151
-19% -$359K 0.14% 158
2022
Q4 		$2.01M Buy
31,726
+3,945
+14% +$230K 0.25% 96
2022
Q3 		$1.32M Sell
27,781
-2,275
-8% -$120K 0.18% 121
2022
Q2 		$1.54M Buy
30,056
+1,401
+5% +$81.4K 0.2% 104
2022
Q1 		$1.8M Buy
28,655
+4,606
+19% +$277K 0.2% 101
2021
Q4 		$1.37M Buy
24,049
+2,526
+12% +$144K 0.15% 145
2021
Q3 		$1.18M Buy
21,523
+4,164
+24% +$215K 0.16% 134
2021
Q2 		$826K Buy
17,359
+4,836
+39% +$239K 0.13% 173
2021
Q1 		$579K Buy
+12,523
New +$541K 0.12% 209

Other funds holding AIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Baker Tilly Wealth Management's AIG Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its American International (AIG) stake by 50% in Q3 2026, buying an estimated $207K and bringing the position to 7,994 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #152.

Baker Tilly Wealth Management first reported a position in AIG in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2022. 698 funds tracked by Wall St. Rank hold AIG as of Q3 2026.

  • Baker Tilly Wealth Management held 7,994 shares of American International worth $595K as of Q3 2026.
  • Baker Tilly Wealth Management bought 2,682 American International shares in Q3 2026, an estimated $207K.
  • American International made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #152 holding.
  • Baker Tilly Wealth Management first reported a position in American International in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's American International position peaked at $2.01M in Q4 2022.
  • 698 funds tracked by Wall St. Rank held American International as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.