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AIG

American International Group Inc

BUY 2026-08-01 Updated today USD 78.58 Financial Services - Insurance - DiversifiedAWAIT ENTRY
67

Position levels

Currenttoday
USD 78.58
Buy <=wait / entry
USD 70.00
Trim >=take some off
USD 86.00
Thesis breakThe thesis is invalidated if the Corebridge exit fails to close on disclosed ter...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case36%100 / 10036.0
Base case48%62 / 10029.8
Bear case16%10 / 1001.6
Weighted conviction67 / 100 - BUY

Top risks

  • Completed $2.1bn acquisition of 35% minority stake in Convex
  • Q3 2025 adjusted EPS beat of $2.20 on higher international commercial premiums
  • Q1 2026 net premiums written increased 18% year-over-year with strong growth
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