What smart money is saying about American International Group, Inc.
1 fund in our archive has pitched American International Group, Inc., most recently Nuance Investments Concentrated Value Strategy in September 2026.
American International Group, Inc. (AIG) is a global insurance provider, delivering a broad spectrum of insurance solutions to commercial, institutional, and individual clients across North America and worldwide. Its General Insurance division encompasses a wide range of coverages, including general liability, environmental protection, commercial auto liability, workers' compensation, casualty, and crisis management. This segment also covers property risks for commercial, industrial, and energy sectors, with further specialized offerings such as aerospace, political risk, trade credit, portfolio solutions, crop, and marine insurance policies. Additionally, AIG supplies professional liability coverage for various business operations and potential hazards, such as directors and officers (D&O), mergers and acquisitions (M&A), fidelity bonds, employment practices, fiduciary liability, cyber risk, kidnap and ransom, and errors and omissions (E&O) insurance. The General Insurance segment extends to personal lines, featuring policies for automobiles, homes, and umbrella coverage, alongside specialized options for yachts, fine art, and valuable collections. It also includes voluntary and employer-sponsored personal accident and supplemental health plans, extended warranty protection, and travel insurance. AIG's Life and Retirement division focuses on providing a variety of annuity products such as variable, index-linked, and fixed annuities, as well as retail mutual funds. This segment also delivers financial planning and advisory services, in addition to comprehensive record-keeping, plan administration, and compliance support, along with both term and universal life insurance policies. Furthermore, it offers stable value wrap products, structured settlement annuities, and pension risk transfer solutions. Corporate-owned and bank-owned life insurance, alongside guaranteed investment contracts, complete its diverse portfolio. Distribution of these products occurs through a network of independent marketing organizations, independent insurance agents, financial advisors, direct marketing channels, banks, and broker-dealers. Established in 1919, the company maintains its headquarters in New York, New York.
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Fund signal · last 12 months
4 lettersToo few moves on American International Group, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q3 2026, 4 fund letters reported a position in American International Group, Inc., with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 1 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 3 moves
- September 2026
“We exited Intuit, Carrier Global, Lowe’s, American International Group, and Illumina, where either our conviction had moderated or much of the investment thesis had been realized.”
American International Group, Inc. - New positionNuance Investments Concentrated Value StrategySeptember 2026
“Stocks We Added to Your Portfolio (Third Quarter 2026): American International Group, Inc. (AIG): AIG is a global property and casualty insurer with leading market positions amongst larger-sized businesses and high-net worth individual end markets. The company has undergone a business reorganization over the past 2–3 years during which it exited certain underperforming business lines. This caused AIG to under-earn its peers and normal potential and the stock to be undervalued. We believe the company will close the return on equity (ROE) gap against its peers over the next 2–3-year horizon, presenting an attractive risk reward opportunity at current valuations. Cal-Maine Foods, Inc. (CALM): CALM is the leading producer of fresh shell eggs in the U.S. The stock has underperformed this year as earnings estimates have declined due to lower wholesale egg prices, which are now close to historical trough levels well below $1.00 per dozen. This comes after several years of record-high egg prices, and the company over-earning our view of normal earnings due to constrained supply. Longer term, we believe eggs are an attractive food option as more people look to add fresh foods and a relatively inexpensive source of protein into their diet. The company has a strong balance sheet, with more than $16.00 in net cash per share, and we believe the recent underperformance in the stock has created a good entry point in an attractive risk reward opportunity. Danaher Corporation (DHR): DHR is a leading life science tools and diagnostics conglomerate selling advanced tools, equipment, and associated service and consumables for use in life science research, drug development, clinical diagnostics, and other applied markets. After a period of underperformance, we have initiated a new position in the stock as the risk reward is significantly better than the market risk reward.”
American International Group, Inc. - HoldsOakmark FundJune 2026
Listed in Oakmark Fund’s reported holdings.
American International Group, Inc. - TrimmedFlexible Equity FundMarch 2026
“ We trimmed American International Group (AIG), Bank of America Corp (BAC) and First Citizens BancShares, Inc. (FCNCA.”
American International Group, Inc.
Fund coverage · 1 thesis
- Nuance Investments Concentrated Value StrategySeptember 2026
American International Group is a global P&C insurer whose restructuring and expected ROE improvement create an attractive valuation and risk-reward setup.
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