MSWM
AIG icon

Mowery & Schoenfeld Wealth Management’s American International AIG Stock Holding History

Mowery & Schoenfeld 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
Q2 		$60.7K Hold
815
– – 0.08% 123
2026
Q1 		$61.3K Hold
815
– – 0.09% 115
2025
Q4 		$69.7K Hold
815
– – 0.1% 115
2025
Q3 		$64K Sell
815
-89
-10% -$7.11K 0.11% 105
2025
Q2 		$77.4K Hold
904
– – 0.12% 93
2025
Q1 		$78.6K Hold
904
– – 0.15% 99
2024
Q4 		$65.8K Buy
904
+707
+359% +$53.2K 0.13% 100
2024
Q3 		$14.4K Hold
197
– – 0.02% 159
2024
Q2 		$14.6K Buy
+197
New +$15.1K 0.02% 157

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AIG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its American International (AIG) position steady in Q2 2026 at 815 shares worth $60.7K. The position accounts for 0.08% of the portfolio, ranked #123.

Mowery & Schoenfeld Wealth Management first reported a position in AIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $78.6K in Q1 2025. 671 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 815 shares of American International worth $60.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its American International share count unchanged in Q2 2026.
  • American International made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in American International in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's American International position peaked at $78.6K in Q1 2025.
  • 671 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.