Leeward Investments, LLC - MA 13F: Adds $1.1M to AIG Stake
Key Points
- Leeward Investments now holds 109,808 shares of AIG, a 15.7% increase from its previous total of 94,895 shares.
- As of October 27, 2026, AIG shares were recently trading around $81.13, slightly below the $81.26 close on the filing date.
- The fund's reported value in AIG stands at approximately $68.1 million, making up 1.2% of its total portfolio.
Since the filing, $AIG is down 0.2% to date (from the $81.26 close on Oct 23, 2026).
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On October 23, 2026, Leeward Investments, LLC - MA boosted its stake in American International Group, Inc. (AIG) by 14,913 shares. This increase brings its total holdings to 109,808 shares, valued at about $8.2 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the quarter ended September 30, 2026.
AIG
American International Group, Inc.
Leeward Investments, LLC - MA vs. the S&P 500
Hypothetical returns from Leeward Investments, LLC - MA's disclosed trades, not real profit or advice. How we model this.
Where AIG Fits in Leeward Investments' Portfolio
Leeward's investment in AIG represents 1.2% of its total reported value of $680.7 million. The increase in shares indicates a growing confidence in AIG's performance, with the stake ranking 31st among the fund's 139 positions. The estimated gain based on current prices suggests a positive outlook.
Other Institutional Activity in AIG
Vanguard Fiduciary Trust holds 3,020,009 shares of AIG, valued at about $231.3 million. Schonfeld Strategic Advisors increased its stake by 291,497 shares, bringing its total to 365,307 shares worth approximately $27.3 million. Meanwhile, Osaic Holdings reduced its holdings by 75,894 shares, resulting in 84,701 shares valued at about $6.4 million.
American International Group, Inc. Stock Down 2.3%
AIG shares closed at $81.26 on October 23, 2026, and were recently trading around $81.13 as of October 27, 2026. The stock is currently above its 50-day and 200-day moving averages by 5.9% and 5.8%, respectively, but is about 7.1% below its 52-week high of $87.29.
Recent Earnings
AIG reported trailing twelve-month revenue of approximately $26.7 billion and an EPS of $5.46. The next earnings report is scheduled for November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 10.1%. Revenue missed estimates by 6.4%.
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Profit surprise
Operating income missed by 24 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
4 target raises.
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Earnings quality
Gross margin up 15.9 points. Operating margin up 0.7 points. Positive free cash flow.
Earnings Call Summary
AIG had its strongest first quarter since Peter Zaffino took over as CEO. Reported earnings per share of 2 dollars 11 cents beat consensus by 11 percent. Net premiums written jumped 18 percent year over year, driven by strong growth across all three insurance segments and favorable reinsurance renewals in January. The company is deploying advanced artificial intelligence tools to help underwriters review submissions faster and more accurately, with early tests showing 30 percent improvement in property quoting and 55 percent faster review time in their Lexington middle market business. However, the U.S. large account property market remains very competitive with pricing down 11 percent, so AIG is intentionally shrinking that segment to focus on more profitable opportunities.
Guidance AIG expects General Insurance net premiums to grow in the low to mid-teens for full year 2026. The company raised its quarterly dividend to 50 cents per share, up 11 percent, marking four straight years of double-digit increases. Management reaffirmed three-year targets from the 2025 Investor Day including over 20 percent operating earnings per share growth through 2027 and core operating return on equity of 10 to 13 percent. They plan to continue deploying capital into strategic opportunities while managing disciplined underwriting.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Analysts Set New Price Targets
On October 6, 2026, Morgan Stanley maintained an Equal-Weight rating with a target price of $80.00. UBS also maintained a Buy rating with a target of $100.00. The consensus rating for AIG is a Buy, with a mean target price of $87.70 from 20 analysts.
About American International Group, Inc.
American International Group, Inc. provides a range of insurance products for various customers in North America and internationally. The company operates through three segments: North America Commercial, International Commercial, and Global Personal. This boost in Leeward's stake comes as AIG continues to navigate the competitive insurance sector.
Bottom Line
Investors should watch AIG's upcoming earnings report on November 3, 2026, as well as any further filings from Leeward Investments. This recent increase in stake reflects Leeward's confidence in AIG's potential performance amid a fluctuating market.
Related Filing Alerts
Source: Leeward Investments, LLC - MA's 13F filing on $AIG (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts