Latest IAT REINSURANCE CO LTD. Stock Portfolio
IAT REINSURANCE CO LTD. Performance:
2025 Q4: 1.46%YTD: -5.6%2024: 4.53%
Performance for 2025 Q4 is 1.46%, and YTD is -5.6%, and 2024 is 4.53%.
About IAT REINSURANCE CO LTD. and 13F Hedge Fund Stock Holdings
On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, IAT REINSURANCE CO LTD. reported an equity portfolio of $341.5 Millions as of 31 Dec, 2025.
The top stock holdings of IAT REINSURANCE CO LTD. are MERC, GLW, AMGN. The fund has invested 10% of it's portfolio in MERCER INTERNATIONAL INC SBI and 9.4% of portfolio in CORNING INC.
The fund managers got completely rid off RAYMOND JAMES FNCL INC (RJF), SELECTIVE INS GROUP INC (SIGI) and EMERSON ELEC CO (EMR) stocks. They significantly reduced their stock positions in COMERICA INC-CALLABLE (CMA), GOLDMAN SACHS GROUP INC (GS) and TENNESSEE VALLEY AUTHORITY. IAT REINSURANCE CO LTD. opened new stock positions in XCEL ENERGY INC-CALLABLE (XEL), TANSCANADA PIPELINE STR and ARCH CAPITAL GROUP LTD (ACGLN). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN FINL GROUP INC OHIO-CALL (AFG), WINTRUST FINANCIAL CORP-CALL (WTFC) and MERCER INTERNATIONAL INC SBI (MERC).
The top stock holdings of IAT REINSURANCE CO LTD. are MERC, GLW, AMGN. The fund has invested 10% of it's portfolio in MERCER INTERNATIONAL INC SBI and 9.4% of portfolio in CORNING INC.
The fund managers got completely rid off RAYMOND JAMES FNCL INC (RJF), SELECTIVE INS GROUP INC (SIGI) and EMERSON ELEC CO (EMR) stocks. They significantly reduced their stock positions in COMERICA INC-CALLABLE (CMA), GOLDMAN SACHS GROUP INC (GS) and TENNESSEE VALLEY AUTHORITY. IAT REINSURANCE CO LTD. opened new stock positions in XCEL ENERGY INC-CALLABLE (XEL), TANSCANADA PIPELINE STR and ARCH CAPITAL GROUP LTD (ACGLN). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN FINL GROUP INC OHIO-CALL (AFG), WINTRUST FINANCIAL CORP-CALL (WTFC) and MERCER INTERNATIONAL INC SBI (MERC).
IAT REINSURANCE CO LTD. Annual Return Estimates Vs S&P 500
Our best estimate is that IAT REINSURANCE CO LTD. made a return of 1.46% in the last quarter. In trailing 12 months, it's portfolio return was -5.6%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| xcel energy inc-callable | 2,001,600 |
| tanscanada pipeline str | 1,959,200 |
| arch capital group ltd | 664,000 |
New stocks bought by IAT REINSURANCE CO LTD.
Additions
| Ticker | % Inc. |
|---|---|
| american finl group inc ohio-call | 66.67 |
| wintrust financial corp-call | 10.00 |
| mercer international inc sbi | 3.11 |
Additions to existing portfolio by IAT REINSURANCE CO LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| comerica inc-callable | -75.00 |
| goldman sachs group inc | -72.01 |
| johnson ctls intl plc | -50.00 |
| tennessee valley authority | -50.00 |
| prospect cap corp | -40.00 |
IAT REINSURANCE CO LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| raymond james fncl inc | -51,456,400 |
| selective ins group inc | -16,214,000 |
| emerson elec co | -10,494,400 |
| china fund inc | -1,262,650 |
| ziegler cos inc the | -4,064,680 |
| amentum holdings inc | -591,397 |
| american national group inc | -504,400 |
| chevron corporation | -2,484,640 |
IAT REINSURANCE CO LTD. got rid off the above stocks
Sector Distribution
IAT REINSURANCE CO LTD. has about 33.2% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
- Basic Materials
- Healthcare
- Industrials
- Consumer Cyclical
- Energy
| Sector | % |
|---|---|
| Others | 33.2 |
| Financial Services | 15.8 |
| Technology | 12.9 |
| Basic Materials | 11.8 |
| Healthcare | 10 |
| Industrials | 7.9 |
| Consumer Cyclical | 3.6 |
| Energy | 3.1 |
Market Cap. Distribution
IAT REINSURANCE CO LTD. has about 37.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- SMALL-CAP
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 33.2 |
| LARGE-CAP | 32 |
| SMALL-CAP | 20.1 |
| MID-CAP | 8.6 |
| MEGA-CAP | 5.9 |
Stocks belong to which Index?
About 45.1% of the stocks held by IAT REINSURANCE CO LTD. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 55 |
| S&P 500 | 35.8 |
| RUSSELL 2000 | 9.3 |
IAT REINSURANCE CO LTD. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of IAT REINSURANCE CO LTD.
IAT REINSURANCE CO LTD. has 69 stocks in it's portfolio. About 62.7% of the portfolio is in top 10 stocks. MERC proved to be the most loss making stock for the portfolio. SRL was the most profitable stock for IAT REINSURANCE CO LTD. last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.13 | 1,948 | 445,099 | unchanged | 0.00 | ||
| ACGLN | arch capital group ltd | 0.19 | 40,000 | 664,000 | new | |||
| ADNT | adient ltd | 0.01 | 1,193 | 22,870 | unchanged | 0.00 | ||
| AEL | american national group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFG | american finl group inc ohio-call | 0.28 | 50,000 | 948,000 | added | 66.67 | ||
| AFG | american financial gr inc oh-call | 0.15 | 30,000 | 506,700 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 2.13 | 33,936 | 7,267,730 | unchanged | 0.00 | ||
| AMG | affiliated managers group inc-call | 0.57 | 80,000 | 1,938,400 | unchanged | 0.00 | ||
| AMGN | amgen inc | 8.87 | 92,500 | 30,276,200 | unchanged | 0.00 | ||
| ATLC | atlanticus holdins corp - call | 0.14 | 20,000 | 495,954 | unchanged | 0.00 | ||
| CBL | cbl & assoc pptys inc | 0.01 | 658 | 24,346 | unchanged | 0.00 | ||
| CMA | comerica inc-callable | 0.15 | 20,000 | 523,400 | reduced | -75.00 | ||
| CNFR | conifer holdings inc | 0.05 | 250,000 | 178,175 | unchanged | 0.00 | ||
| CRBG | corebridge finl inc-callable | 0.54 | 80,000 | 1,852,000 | unchanged | 0.00 | ||
| CUBI | customers bancorp inc | 0.26 | 40,000 | 891,200 | unchanged | 0.00 | ||
| CVX | chevron corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DNOW | now inc de | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EMBC | embecta corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EMR | emerson elec co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FG | f&g annuities & life inc - callabl | 0.77 | 120,000 | 2,637,600 | unchanged | 0.00 | ||