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Portfolio (Quarterly) Guide ↗

IAT REINSURANCE CO LTD.

· CIK 0001633625
13F Portfolio $310M AUM 67 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 8 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 12,799.0 $943K 0.30% $73.70 +2.0%
42 AFGC AMERICAN FINL GROUP INC OHIO-CALL Financial Services 50,000.0 $902K 0.29% $18.04 +2.4%
43 CUSTOMERS BANCORP INC 40,000.0 $900K 0.29% $22.50
44 PG PROCTER & GAMBLE CO Consumer Defensive 5,700.0 $823K 0.27% $144.44 -1.8%
45 GLOBE LIFE INC - CALLABLE 50,000.0 $769K 0.25% $15.38
46 UBER UBER TECHNOLOGIES, INC Technology 10,500.0 $755K 0.24% NEW $71.93 +3.7%
47 HUDSON PACIFIC PROPERTIES INC-CALL 55,000.0 $727K 0.23% $13.22
48 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $718K 0.23% $718140.00
49 ARCH CAPITAL GROUP LTD 40,000.0 $663K 0.21% $16.59
50 FITBM FIFTH THIRD BANCORP-CALLABLE Financial Services 20,000.0 $523K 0.17% NEW $26.15 -0.3%
51 ATLANTICUS HOLDINS CORP - CALL 20,000.0 $500K 0.16% $25.01
52 AFGE AMERICAN FINANCIAL GR INC OH-CALL Financial Services 30,000.0 $487K 0.16% $16.22 +3.2%
53 BROOKFIELD BRP HLDGS INC-CALLABLE 20,000.0 $484K 0.16% $24.18
54 PROSPECT CAP CORP 30,000.0 $480K 0.15% $16.00
55 SCE TR VIII-CALLABLE 20,000.0 $474K 0.15% $23.68
56 ABBV ABBVIE INC Healthcare 1,948.0 $424K 0.14% $217.49 -3.6%
57 READY CAPITAL CORP 20,000.0 $379K 0.12% $18.95
58 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 5,040.0 $359K 0.12% $71.18 -13.9%
59 SLM CORP PFD SERIES B 4,500.0 $334K 0.11% $74.28
60 RIGHTS PRESURANCE HOLD-CONIFER 250,000.0 $127K 0.04% NEW $0.51
Page 3 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.2%
Healthcare 18.4%
Industrials 13.9%
Basic Materials 13.5%
Technology 10.9%
Energy 7.5%
Consumer Cyclical 6.0%
Utilities 4.7%
Consumer Defensive 1.0%
Real Estate 0.0%