LifePlan Financial, LLC AIG — AMERICAN INTL GROUP INC

Ownership history in LifePlan Financial, LLC  ·  12 quarters on record

AI Ownership Summary

LifePlan Financial, LLC reported AMERICAN INTL GROUP INC (AIG) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.73% in 2024 Q2. The latest visible filing shows AIG at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifePlan Financial, LLC's position in AMERICAN INTL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AIG was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIG stock page LifePlan Financial, LLC fund profile LifePlan Financial, LLC full holdings
How LifePlan Financial, LLC held AIG — position size vs. price
% of Fund (quarterly)    AIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,615 -260 -6.7% 0.20% $279K 2026-10-13 $77.65
2026 Q2 REDUCED 8.8% -1.7% ✅ 3,875 -375 -8.8% 0.20% $289K 2026-07-21 $79.71
2026 Q1 REDUCED 5.2% +0.5% ❌ 4,250 -234 -5.2% 0.24% $320K 2026-04-14 $76.01
2025 Q4 REDUCED — — — 4,484 -12 -0.3% 0.29% $384K 2026-01-20 $71.07
2025 Q3 REDUCED 5.5% +10.7% ❌ 4,496 -262 -5.5% 0.28% $353K 2025-11-13 $76.47
2025 Q2 REDUCED 9.9% -8.4% ✅ 4,758 -523 -9.9% 0.34% $407K 2025-07-09 $80.60
2025 Q1 REDUCED — — — 5,281 -148 -2.7% 0.40% $459K 2025-04-25 $78.39
2024 Q4 REDUCED 10.2% +20.0% ❌ 5,429 -615 -10.2% 0.35% $395K 2025-01-17 $72.13
2024 Q3 REDUCED 43.7% -0.4% ✅ 6,044 -4,699 -43.7% 0.38% $443K 2024-10-04 $72.65
2024 Q2 REDUCED — — — 10,743 -361 -3.3% 0.73% $798K 2024-07-30 $75.06
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AIG

As of 2026 Q3 — sorted by position size

Nepsis Inc. 3Y 7Y 3.38% Pacifica Partners Inc. 3Y 0.64% Byrne Asset Management LLC 3Y 0.61% Cox Capital Mgt LLC 3Y 7Y 0.61% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.55% Bank & Trust Co 0.43% Consilium Wealth Advisory, LLC 3Y 0.27% Sendero Wealth Management, LLC 3Y 0.25% Finivi Inc. 0.21% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.19%

FAQ About LifePlan Financial, LLC and AIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifePlan Financial, LLC reported owning AIG?

LifePlan Financial, LLC reported AIG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AIG position in LifePlan Financial, LLC's portfolio?

The largest reported portfolio weight for AIG was 0.73% in 2024 Q2.

What is the latest reported AIG position on this page?

The most recent filing on this page is 2026 Q3, when LifePlan Financial, LLC reported 3,615 shares, equal to 0.20% of portfolio, with an estimated market value of $279K.

What does the chart on this AIG ownership page compare?

The chart compares LifePlan Financial, LLC's quarterly AIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LifePlan Financial, LLC time their AIG position?

Based on 13F filing dates vs. subsequent AIG price moves, LifePlan Financial, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on AIG relative to SPY over the holding period was -11.6%.

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