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Everhart Financial Group’s American International AIG Stock Holding History

Everhart Financial Group’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 		$966K Sell
12,962
-490
-4% -$37.2K 0.06% 181
2026
Q1 		$1.01M Sell
13,452
-419
-3% -$32.1K 0.09% 169
2025
Q4 		$1.19M Buy
13,871
+1,116
+9% +$89.3K 0.11% 128
2025
Q3 		$1M Buy
12,755
+1,705
+15% +$136K 0.1% 140
2025
Q2 		$946K Buy
11,050
+1,275
+13% +$106K 0.11% 126
2025
Q1 		$850K Buy
9,775
+1,267
+15% +$98.5K 0.12% 126
2024
Q4 		$619K Sell
8,508
-384
-4% -$28.9K 0.13% 154
2024
Q3 		$651K Buy
8,892
+95
+1% +$7.08K 0.14% 159
2024
Q2 		$653K Buy
8,797
+1,215
+16% +$92.9K 0.17% 127
2024
Q1 		$593K Buy
7,582
+807
+12% +$57.6K 0.17% 123
2023
Q4 		$459K Buy
6,775
+1,629
+32% +$104K 0.16% 124
2023
Q3 		$312K Buy
5,146
+918
+22% +$54.8K 0.13% 150
2023
Q2 		$243K Buy
+4,228
New +$227K 0.1% 180
2022
Q4 		– Sell
-4,226
Closed -$200K – 183
2022
Q3 		$200K Buy
+4,226
New +$222K 0.11% 191

Other funds holding AIG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's AIG Position: Q2 2026 in Review

Everhart Financial Group reduced its American International (AIG) stake by 3.6% in Q2 2026, selling an estimated $37.2K and leaving 12,962 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #181.

Everhart Financial Group first reported a position in AIG in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2025. 173 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • Everhart Financial Group held 12,962 shares of American International worth $966K as of Q2 2026.
  • Everhart Financial Group sold 490 American International shares in Q2 2026, an estimated $37.2K.
  • American International made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #181 holding.
  • Everhart Financial Group first reported a position in American International in Q3 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's American International position peaked at $1.19M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.