American International Group, Inc.
In the published model solve dated 2026-Q2, anchored at $76.93, American International Group, Inc. (AIG) is priced for 9.3% 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: 2026-08-06 (items 2.02, 8.01, 9.01); 2026-05-14 (items 5.02, 5.07, 9.01); 2026-04-30 (items 2.02, 8.01, 9.01); 2026-04-27 (items 5.02, 9.01); 2026-03-16 (items 5.02).
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.