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Caldwell Trust’s American International AIG Stock Holding History

Caldwell Trust’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
Q2 		$4.92K Hold
66
– – ﹤0.01% 727
2026
Q1 		$4.97K Hold
66
– – ﹤0.01% 714
2025
Q4 		$5.65K Hold
66
– – ﹤0.01% 686
2025
Q3 		$5.18K Hold
66
– – ﹤0.01% 692
2025
Q2 		$5.65K Hold
66
– – ﹤0.01% 685
2025
Q1 		$5.74K Hold
66
– – ﹤0.01% 681
2024
Q4 		$4.8K Hold
66
– – ﹤0.01% 655
2024
Q3 		$4.83K Hold
66
– – ﹤0.01% 655
2024
Q2 		$4.9K Hold
66
– – ﹤0.01% 652
2024
Q1 		$5.16K Hold
66
– – ﹤0.01% 660
2023
Q4 		$4.47K Hold
66
– – ﹤0.01% 657
2023
Q3 		$4K Hold
66
– – ﹤0.01% 659
2023
Q2 		$3.8K Hold
66
– – ﹤0.01% 691
2023
Q1 		$3.32K Hold
66
– – ﹤0.01% 690
2022
Q4 		$4.17K Hold
66
– – ﹤0.01% 669
2022
Q3 		$3.13K Hold
66
– – ﹤0.01% 679
2022
Q2 		$3.38K Hold
66
– – ﹤0.01% 704
2022
Q1 		$4.14K Hold
66
– – ﹤0.01% 699
2021
Q4 		$3.75K Hold
66
– – ﹤0.01% 693
2021
Q3 		$3.62K Hold
66
– – ﹤0.01% 688
2021
Q2 		$3.14K Buy
+66
New +$3.26K ﹤0.01% 700
2020
Q4 		– Sell
-275
Closed -$7.57K – 716
2020
Q3 		$7.57K Sell
275
-3,347
-92% -$99.7K ﹤0.01% 637
2020
Q2 		$113K Sell
3,622
-320
-8% -$8.98K 0.02% 315
2020
Q1 		$95.6K Buy
3,942
+645
+20% +$27.7K 0.02% 329
2019
Q4 		$169K Buy
+3,297
New +$175K 0.03% 295

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caldwell Trust's AIG Position: Q2 2026 in Review

Caldwell Trust held its American International (AIG) position steady in Q2 2026 at 66 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Caldwell Trust first reported a position in AIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $169K in Q4 2019. 1,141 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • Caldwell Trust held 66 shares of American International worth $4.92K as of Q2 2026.
  • Caldwell Trust left its American International share count unchanged in Q2 2026.
  • American International made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #727 holding.
  • Caldwell Trust first reported a position in American International in Q4 2019 and has held it in 25 quarters since.
  • Caldwell Trust's American International position peaked at $169K in Q4 2019.
  • 1,141 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.