AIG at a glance
American International Group (AIG, SEC CIK 5272) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), American International Group (AIG) reported revenue of $26.8 billion (down 1.7% from FY2024) and net income of $3.1 billion. Diluted EPS was $5.43.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding American International Group (AIG) shares worth $17.6 billion in 13F-HR filings.
- In the last 90 days, AIG insiders reported 0 open-market purchases ($0) and 3 open-market sales ($18.1M) on Form 4, a net sale of $18.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $26.8B
- −1.7% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$18.1M
- 13F holders
- 44 funds
- $17.6B · +1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Natural catastrophe modeled PML net of reinsurance $2.5B (1-in-250 year event), 4.8% of shareholders' equity
- U.S. Hurricane PML $938M net of reinsurance, 1.8% of shareholders' equity; Japanese Typhoon lowest at $283M, 0.5% equity
- 2026 catastrophe reinsurance program: North America Commercial retention $500M, increased vertical limit by $500M; Personal Lines retention $200M maintained
- Management recognizes climate change risk, actively adjusts risk models and pricing; no forward revenue or earnings guidance provided in excerpt
Business Overview
- Core business model: Global insurance and financial services provider with diversified products and investment management
- No new products or segments introduced or emphasized in FY 2026 filing
- Increased emphasis on regulatory and legislative risks impacting business practices, capital, and tax strategies
- Notable regulatory risk: potential limitation on tax loss carryforward utilization if ownership change occurs under Section 382
- New U.S. tax legislation (OBBB Act) effective July 2025 expected to have no material impact on results
Risk Factors
- Terrorism risk concentration in New York City, exposure mainly in Property and Workers’ Compensation lines, mitigated by TRIPRA coverage in the U.S.
- International terrorism exposure managed via scenario-based modeling and reinsurance, reliant on government-sponsored terrorism reinsurance programs abroad
- Reinsurance dependence for capital adequacy and risk mitigation in natural and man-made catastrophes, with mandatory cessions to clients, agents, or regulatory-required reinsurers
- No specific competitor or technology disruption risk detailed in text, but potential vulnerability to market shifts in reinsurance practices or terrorism risk modeling
- Exposure to loss reserve development impacting financials, with deferred gains from retroactive reinsurance affecting income recognition timing
AI summary of the AIG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No material changes in market risk exposures as of June 30, 2026
Risk Factors
- No Risk Factors section provided; supplied text covers equity repurchases and other disclosures
- Capital-allocation risk: $2.752 billion remained available under AIG’s repurchase authorization at June 30, 2026
- Regulatory risk: $7 million excise tax incurred under the Inflation Reduction Act for second-quarter repurchases
- Insider-trading compliance risk: Executive Chairman Peter Zaffino adopted a Rule 10b5-1 plan permitting sales of up to 236,829 shares
- Market-liquidity risk: Repurchase timing depends on market conditions, liquidity, financial condition, and operating results
AI summary of the AIG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- AIG completed documentation for new 2031 and 2036 debt notes issued through four underwriters
- Supplemental indentures establish legal terms and trustee arrangements for both note series
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jon Hancock retiring as Executive Vice President and CEO, General Insurance, effective December 31, 2026
- Transition to Senior Advisor reporting to CEO Eric Andersen, preserving access to executive-level insurance expertise
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Peter Zaffino steps down as Executive Chair and director effective September 15, 2026
- Zaffino becomes Senior Advisor to the CEO; Lead Independent Director John Rice becomes Board Chair
AI summaries of AIG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AIG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Perez Juan R. | A | Oct 1, 2026 | 34 | - |
| Porrino Peter R | A | Oct 1, 2026 | 546 | - |
| Cole James Jr. | A | Oct 1, 2026 | 126 | - |
| Leimkuhler Courtney | A | Oct 1, 2026 | 39 | - |
| Stoddard Thomas D | A | Oct 1, 2026 | 15 | - |
| Inglis John C | A | Oct 1, 2026 | 50 | - |
| Porrino Peter R | A | Oct 1, 2026 | 338 | - |
| MURPHY DIANA M | A | Oct 1, 2026 | 76 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $46.8B | $27.3B | $26.8B | |
| Net Income | $3.6B | -$1.4B | $3.1B | |
| Net Margin | 7.8% | -5.2% | 11.6% | |
| Balance Sheet | ||||
| Total Assets | $539.3B | $161.3B | $161.3B | |
| Equity | $45.4B | $42.5B | $41.1B | |
| ROE | 8.0% | -3.3% | 7.5% | |
| Per Share | ||||
| EPS | $4.98 | $-2.17 | $5.43 | |
| Cash Flow | ||||
| Operating CF | $6.2B | $3.3B | $3.3B | |
Source: XBRL data in American International Group (AIG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AIG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $17.65B |
| Q1 2026 | 43 | $17.89B |
| Q4 2025 | 42 | $20.60B |
| Q3 2025 | 44 | $19.49B |
| Q2 2025 | 43 | $21.19B |
| Q1 2025 | 40 | $16.86B |
| Q4 2024 | 35 | $12.63B |
| Q3 2024 | 31 | $7.44B |
- BlackRock+2.26M (+5%)
- AQR Capital Management+1.35M (+48%)
- JPMorgan Chase & Co+1.04M (+75%)
- Invesco Ltd+863.3K (+7%)
- Prudential Financial+807.1K (+71%)
- BNY Mellon−1.57M (-19%)
- Raymond James Financial−1.10M (-76%)
- Millennium Management−1.08M (-68%)
- Ameriprise Financial−1.04M (-18%)
- Vanguard Capital Management LLC−236.0K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 322 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AIG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 13F-HR | Aug 13, 2026 | Jun 30, 2026 | - | |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
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AIG SEC filings: frequently asked questions
Are AIG insiders buying or selling?
In the last 90 days, American International Group (AIG) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $18.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AIG stock?
As of June 30, 2026, the largest American International Group (AIG) holders among the 13F filers tracked by SignalX were BlackRock ($3.6 billion), Vanguard Capital Management LLC ($2.6 billion), Vanguard Portfolio Management LLC ($2.0 billion), State Street Corp ($1.9 billion), T. Rowe Price Group ($1.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AIG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), American International Group (AIG) reported revenue of $26.8 billion (down 1.7% from FY2024) and net income of $3.1 billion. Diluted EPS was $5.43. The figures come from the XBRL data in the 10-K.
What are the main risks in AIG's latest 10-K?
In the 10-K filed February 12, 2026, American International Group (AIG) flagged: Terrorism risk concentration in New York City, exposure mainly in Property and Workers’ Compensation lines, mitigated by TRIPRA coverage in the U.S. International terrorism exposure managed via scenario-based modeling and reinsurance, reliant on government-sponsored terrorism reinsurance programs abroad. (AI summary of the Risk Factors section.)
What did AIG report in its latest 8-K?
American International Group (AIG) filed an 8-K on September 24, 2026 reporting Item 8.01 (Other Events). AIG completed documentation for new 2031 and 2036 debt notes issued through four underwriters.
What are the latest AIG SEC filings?
American International Group (AIG) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on October 1, 2026.
What is AIG's SEC CIK number?
American International Group (AIG)'s SEC Central Index Key (CIK) is 5272. EDGAR lists every AIG filing under that number.
Ask anything about AIG
The research agent reads AIG's filings, financials, insider trades and 13F holders, then answers with sources.