Lummis Asset Management’s American International AIG Stock Holding History

Lummis Asset 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 Q1	$3.06M	Sell	40,671 -1,269	-3%	-$97.1K	1.83%	16
2025 Q4	$3.59M	Buy	41,940 +102	+0.2%	+$8.16K	2.21%	14
2025 Q3	$3.29M	Sell	41,838 -81	-0.2%	-$6.47K	2.16%	14
2025 Q2	$3.51M	Sell	41,919 -445	-1%	-$37.1K	2.29%	12
2025 Q1	$3.62M	Buy	42,364 +12,054	+40%	+$937K	2.52%	10
2024 Q4	$2.21M	Sell	30,310 -1,009	-3%	-$75.9K	2.8%	8
2024 Q3	$2.29M	Buy	31,319 +1,507	+5%	+$112K	2.68%	11
2024 Q2	$2.21M	Sell	29,812 -65	-0.2%	-$4.97K	2.92%	9
2024 Q1	$2.34M	Sell	29,877 -589	-2%	-$42K	3.13%	8
2023 Q4	$2.77M	Buy	+30,466	New	+$1.94M	2.12%	15

Other funds holding AIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lummis Asset Management's AIG Position: Q1 2026 in Review

Lummis Asset Management reduced its American International (AIG) stake by 3% in Q1 2026, selling an estimated $97.1K and leaving 40,671 shares worth $3.06M. The position accounts for 1.83% of the portfolio, ranked #16.

Lummis Asset Management first reported a position in AIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.62M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

Lummis Asset Management held 40,671 shares of American International worth $3.06M as of Q1 2026.
Lummis Asset Management sold 1,269 American International shares in Q1 2026, an estimated $97.1K.
American International made up 1.83% of Lummis Asset Management's portfolio in Q1 2026, its #16 holding.
Lummis Asset Management first reported a position in American International in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's American International position peaked at $3.62M in Q1 2025.
1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.