American International Group, Inc.
In the published model solve dated 2026-Q2, anchored at $75.43, American International Group, Inc. (AIG) is priced for 9.2% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• What is left of AIG is a property-casualty underwriter, and the underwriting is working: the 10-K reports it ⟦"Produced strong combined ratio of 90.1"⟧ for 2025, which is roughly ten cents of profit on every premium dollar before a cent of investment income arrives. • The unresolved question is whether that translates into returns on the capital tied up behind it: return on equity was 7.5% last year, and the shares, sitting at about book value, need something closer to 9.8%. • Share count ha
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1,080 institutional managers reported holding AIG in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 46%. 115 opened new positions that quarter. Held by Vanguard Group, BlackRock, Wellington Management, among others. On the short side, 10.5M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AIG has cut its share count 37.6% over the past five years, spending $23.38B on repurchases. It pays a dividend, and has for 13 years running, raised 3 years straight; the current rate is $1.75 a share annually. Cash returned over the past three years: $2.72B in dividends and $15.01B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AIG over the trailing three years: 2024: 7 buys totaling $152k; 2025: 10 buys totaling $826k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AIG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-06 | +4.8% | +8.2% |
| 2023-08-03 | +1.6% | -1.6% |
| 2023-11-03 | +5.0% | +8.3% |
| 2024-05-03 | +3.7% | -5.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AIG's latest 8-K filings: 2026-09-24 (items 8.01, 9.01); 2026-09-16 (items 5.02); 2026-09-02 (items 5.02, 9.01); 2026-08-06 (items 2.02, 8.01, 9.01); 2026-05-14 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.