| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 7, 2026 | 8/12 | 2 high, 4 medium, 2 low flags | 2 | 0 | Call sheet → |
| Q1'26 | May 1, 2026 | 11/12 | 2 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q4'25 | February 11, 2026 | 11/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | We expect second quarter alternative returns to remain below our expectations Private equity posted an $8 million loss in Q2 (down from $48M income a year ago), consistent with the flagged weakness. |
| Q2'26 | Delivered | We anticipate fully exiting our position by selling down our remaining stake in 2026, subject to market conditions AIG sold the remaining ~25 million Corebridge shares for $710 million in May 2026, completing the exit. |
| Q2'26 | Pending | Full year 2026 low to mid-teens net premiums written growth in General Insurance FY2026 has not ended. Management did not restate the range this quarter when asked directly, offering only 'we're pretty happy with the 13%... a little early in the year', a soft, unquantified response rather than a reaffirmation. |
| Q2'26 | Pending | Improving General Insurance's expense ratio to less than 30% by 2027 FY2027 period has not ended; trailing 12-month ratio is 30.7%, down from 31.1% at YE2025, consistent with the glide path reaffirmed this quarter. |
| Q1'26 | Delivered | Strong start to 2026 from multiple growth drivers 18% NPW growth and 80% EPS growth - exceptionally strong start |
| Q1'26 | Delivered | Continue reducing Corebridge ownership throughout 2026 Down to 5.6% from 10.1% at year-end - progressing as promised |
| Q1'26 | Exceeded | Dividend increase of 10% in 2026 Delivered 11% increase to $0.50 per share - above commitment |
| Q1'26 | Delivered | Deploy underwriting by AIG Assist across additional lines of business Expanded to 8 lines of business including Lexington - on track |
| Q1'26 | Delivered | Good progress with Everest portfolio conversion 75% retention rate in January representing $180M - solid performance |
| Q1'26 | Exceeded | Enhanced terms and favorable pricing on January 1 reinsurance renewals Delivered 15%+ rate decreases with better attachment points - better than expected |
| Q4'25 | Delivered | Grow dividend per share by over 10% in 2025 Increased quarterly dividend by 12.5%, third consecutive year 10%+ |
| Q4'25 | Delivered | Continue share repurchases subject to market conditions Returned $6.8B total capital, largest year in recent history |
| Q4'25 | Delivered | Make progress toward expense ratio below 30% Hit 31.1% vs 32.0% prior year, on track for 2027 target |
| Q4'25 | Exceeded | Look for compelling opportunities to deploy capital Closed three major strategic deals: Convex, Onex, Everest |
| Q4'25 | Delivered | Continue to see strong results from GenAI rollout Now processing 370k submissions vs initial targets |
| Q4'25 | Exceeded | Deploy underwriting by AIG Assist across the rest of North America, U.K. and EMEA commercial lines (originally scheduled) Moved timeline up by 6 months - rare to see acceleration |
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