OSTERWEIS CAPITAL MANAGEMENT LLC/CA AIG AMERICAN INTERNATIONAL GROUP COM

Ownership history in OSTERWEIS CAPITAL MANAGEMENT LLC/CA  ·  6 quarters on record

AI Ownership Summary

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported AMERICAN INTERNATIONAL GROUP COM (AIG) in 6 quarterly 13F filings .

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 OSTERWEIS CAPITAL MANAGEMENT LLC/CA's position in AMERICAN INTERNATIONAL GROUP COM, 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

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

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

Time in book
Holding Window
6 quarters

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.

How OSTERWEIS CAPITAL MANAGEMENT LLC/CA 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 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OSTERWEIS CAPITAL MANAGEMENT LLC/CA and AIG

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

How long has OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported owning AIG?

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported AIG across 0 quarterly 13F filings.

What was the largest reported AIG position in OSTERWEIS CAPITAL MANAGEMENT LLC/CA's portfolio?

This page shows the quarter-by-quarter portfolio weight history for AIG in OSTERWEIS CAPITAL MANAGEMENT LLC/CA.

What is the latest reported AIG position on this page?

The most recent filing on this page is 2000 Q2, when OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported 6,878 shares, equal to 0.23% of portfolio, with an estimated market value of $808K.

What does the chart on this AIG ownership page compare?

The chart compares OSTERWEIS CAPITAL MANAGEMENT LLC/CA'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 OSTERWEIS CAPITAL MANAGEMENT LLC/CA time their AIG position?

Based on 13F filing dates vs. subsequent AIG price moves, OSTERWEIS CAPITAL MANAGEMENT LLC/CA correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AIG relative to SPY over the holding period was +19.0%.

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