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Lummis Asset Management, LP: AIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on AIG, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 40,274 AIG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,274 shares
    Change vs previous 13F -397 shares

    1.82% of the 13F portfolio, value $3,050,331.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,671 shares
    Change vs previous 13F -1,269 shares

    1.83% of the 13F portfolio, value $3,055,462.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,940 shares
    Change vs previous 13F +102 shares

    2.21% of the 13F portfolio, value $3,587,966.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,838 shares
    Change vs previous 13F -81 shares

    2.16% of the 13F portfolio, value $3,285,956.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,919 shares
    Change vs previous 13F -445 shares

    2.29% of the 13F portfolio, value $3,506,294.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,364 shares
    Change vs previous 13F +12,054 shares

    2.52% of the 13F portfolio, value $3,623,875.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,310 shares
    Change vs previous 13F -1,009 shares

    2.8% of the 13F portfolio, value $2,206,568.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,319 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $2,293,490.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).