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Latest IAT REINSURANCE CO LTD. Stock Portfolio

$309Million | No. of Holdings #65

IAT REINSURANCE CO LTD. Performance

2026 Q1-7.58%
YTD-7.58%
2025-6.32%

About IAT REINSURANCE CO LTD. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, IAT REINSURANCE CO LTD. reported an equity portfolio of $309.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of IAT REINSURANCE CO LTD. are AMGN, , SRL. The fund has invested 10.5% of it's portfolio in AMGEN INC and 9.7% of portfolio in NAM TAI PROPERTY INC. <br><br> The fund managers got completely rid off GOLDMAN SACHS GROUP INC (GS), COMERICA INC-CALLABLE (CMA) and CONIFER HOLDINGS INC (CNFR) stocks. IAT REINSURANCE CO LTD. opened new stock positions in UBER TECHNOLOGIES, INC (UBER), FIFTH THIRD BANCORP-CALLABLE (FITB) and RIGHTS PRESURANCE HOLD-CONIFER. The fund showed a lot of confidence in some stocks as they added substantially to XCEL ENERGY INC-CALLABLE (XEL) and WINTRUST FINANCIAL CORP-CALL (WTFC).
IAT REINSURANCE CO LTD. Equity Portfolio Value
Last Reported on: 14 May, 2026
$309Million
  as of May 14, 2026

IAT REINSURANCE CO LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that IAT REINSURANCE CO LTD. made a return of -7.58% in the last quarter. In trailing 12 months, it's portfolio return was -10.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
uber technologies, inc755,265
fifth third bancorp-callable523,000
rights presurance hold-conifer127,400
mymetics corp0.00
New stocks bought by IAT REINSURANCE CO LTD.

Additions

Ticker% Inc.
xcel energy inc-callable150
wintrust financial corp-call9.09
Additions to existing portfolio by IAT REINSURANCE CO LTD.

Reductions

None of the existing positions were reduced by IAT REINSURANCE CO LTD.

Sold off

Ticker$ Sold
cal dive international inc-50.00
conifer holdings inc-178,175
bb liquidating inc - class a-813
bb liquidating inc - class b-434
roomstore inc - cmn-4.00
goldman sachs group inc-18,503,000
comerica inc-callable-523,400
ladenburg thalman fin svcs inc-112,500
IAT REINSURANCE CO LTD. got rid off the above stocks

Sector Distribution

IAT REINSURANCE CO LTD. has about 39.3% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Financial Services
  • Basic Materials
  • Industrials
  • Technology
  • Energy
  • Consumer Cyclical
  • Utilities
Sector%
Others39.3
Healthcare12.2
Financial Services11.1
Basic Materials9.8
Industrials9.4
Technology6.3
Energy5
Consumer Cyclical4
Utilities1.8

Market Cap. Distribution

IAT REINSURANCE CO LTD. has about 33.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • MICRO-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED39.3
LARGE-CAP24.1
MID-CAP14.7
MICRO-CAP10.1
MEGA-CAP9.6
SMALL-CAP2.2

Stocks belong to which Index?

About 40.2% 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%
Others59.8
S&P 50028.4
RUSSELL 200011.8
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
RILY
b riley financial inc - callable
36.7 %
ge vernova inc
33.6 %
SPB
spectrum brands holdings inc
24.8 %
HLIO
helios technologies inc
21.0 %
Top 5 Winners ($)$
nam tai property inc
5.1 M
XOM
exxon mobil corp
3.9 M
HLIO
helios technologies inc
3.4 M
AMGN
amgen inc
2.3 M
ge vernova inc
0.8 M
Top 5 Losers (%)%
OPI
office pptys income tr
-86.1 %
svb finl tr
-81.3 %
GLW
corning inc
-70.8 %
MERC
mercer international inc sbi
-28.3 %
HPP
hudson pacific properties inc-call
-14.3 %
Top 5 Losers ($)$
GLW
corning inc
-22.8 M
MERC
mercer international inc sbi
-9.6 M
SRL
scully royalty ltd
-2.5 M
KKR
kkr & co inc
-0.5 M
MTN
vail resorts inc.
-0.4 M

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 65 stocks in it's portfolio. About 58.6% of the portfolio is in top 10 stocks. GLW proved to be the most loss making stock for the portfolio. was the most profitable stock for IAT REINSURANCE CO LTD. last quarter.

$309.61MTotal Value
75.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of IAT REINSURANCE CO LTD., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACGLN
Arch Capital Group Ltd

Arch Capital Group Ltd

ACGLN
IAT REINSURANCE CO LTD.'s holding in Arch Capital Group Ltd over time
0.21%40,000
$663.4K
0.21%
unchanged 0 percentunchanged
AQN
Algonquin Power & Utilities Corp

Algonquin Power & Utilities Corp

AQN
IAT REINSURANCE CO LTD.'s holding in Algonquin Power & Utilities Corp over time
1.67%200,000
$5.16M
1.67%
unchanged 0 percentunchanged
BEPH
Brookfield Brp Hldgs Inc-Callable

Brookfield Brp Hldgs Inc-Callable

BEPH
IAT REINSURANCE CO LTD.'s holding in Brookfield Brp Hldgs Inc-Callable over time
0.16%20,000
$483.6K
0.16%
unchanged 0 percentunchanged