Caldwell Trust
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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
Q3 		$4.91K Hold
66
– – ﹤0.01% 731
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% -$100K ﹤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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Caldwell Trust's AIG Position: Q3 2026 in Review

Caldwell Trust held its American International (AIG) position steady in Q3 2026 at 66 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Caldwell Trust first reported a position in AIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $169K in Q4 2019. 954 funds tracked by Wall St. Rank hold AIG as of Q3 2026.

  • Caldwell Trust held 66 shares of American International worth $4.91K as of Q3 2026.
  • Caldwell Trust left its American International share count unchanged in Q3 2026.
  • American International made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #731 holding.
  • Caldwell Trust first reported a position in American International in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's American International position peaked at $169K in Q4 2019.
  • 954 funds tracked by Wall St. Rank held American International as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.