ProVise Management Group’s American International AIG Stock Holding History

ProVise Management 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
2025 Q3	–	Sell	-4,045	Closed	-$346K	–	258
2025 Q2	$346K	Hold	4,045	–	–	0.03%	203
2025 Q1	$352K	Buy	4,045 +1,175	+41%	+$91.3K	0.03%	191
2024 Q4	$209K	Hold	2,870	–	–	0.02%	244
2024 Q3	$210K	Hold	2,870	–	–	0.02%	276
2024 Q2	$213K	Hold	2,870	–	–	0.02%	278
2024 Q1	$224K	Buy	+2,870	New	+$205K	0.02%	274
2020 Q1	–	Sell	-5,255	Closed	-$270K	–	263
2019 Q4	$270K	Hold	5,255	–	–	0.03%	255
2019 Q3	$293K	Sell	5,255 -1,810	-26%	-$100K	0.04%	244
2019 Q2	$376K	Sell	7,065 -400	-5%	-$19.9K	0.05%	231
2019 Q1	$321K	Buy	7,465 +1,445	+24%	+$61.8K	0.05%	231
2018 Q4	$237K	Buy	+6,020	New	+$263K	0.04%	253
2018 Q1	–	Sell	-8,165	Closed	-$487K	–	301
2017 Q4	$487K	Sell	8,165 -2,400	-23%	-$147K	0.07%	209
2017 Q3	$649K	Sell	10,565 -2,736	-21%	-$171K	0.09%	179
2017 Q2	$832K	Sell	13,301 -2,600	-16%	-$162K	0.13%	160
2017 Q1	$993K	Hold	15,901	–	–	0.16%	146
2016 Q4	$1.04M	Hold	15,901	–	–	0.18%	139
2016 Q3	$944K	Sell	15,901 -1,300	-8%	-$74.3K	0.16%	146
2016 Q2	$910K	Buy	+17,201	New	+$950K	0.17%	143

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

ProVise Management Group's AIG Position: Q3 2025 in Review

ProVise Management Group sold out of American International (AIG) in Q3 2025, closing a stake of 4,045 shares — an estimated $346K sold.

ProVise Management Group first reported a position in AIG in Q2 2016 and held it in 18 quarters. The position peaked at $1.04M in Q4 2016. 1,083 funds tracked by Wall St. Rank hold AIG as of Q3 2025.

ProVise Management Group reported no remaining American International position as of Q3 2025 after selling out during the quarter.
ProVise Management Group sold 4,045 American International shares in Q3 2025, an estimated $346K.
ProVise Management Group first reported a position in American International in Q2 2016 and held it in 18 quarters.
ProVise Management Group's American International position peaked at $1.04M in Q4 2016.
1,083 funds tracked by Wall St. Rank held American International as of Q3 2025.

Based on ProVise Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.