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Portfolio (Quarterly) Guide ↗

IAT REINSURANCE CO LTD.

· CIK 0001633625
13F Portfolio $341M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BANK OZK 60,000.0 $997K 0.29% NEW $16.61
42 AFGC AMERICAN FINL GROUP INC OHIO-CALL Financial Services 50,000.0 $948K 0.28% NEW $18.96 -2.2%
43 CUSTOMERS BANCORP INC 40,000.0 $891K 0.26% NEW $22.28
44 HUDSON PACIFIC PROPERTIES INC-CALL 55,000.0 $849K 0.25% NEW $15.43
45 GLOBE LIFE INC - CALLABLE 50,000.0 $842K 0.25% NEW $16.83
46 PG PROCTER & GAMBLE CO Consumer Defensive 5,700.0 $817K 0.24% NEW $143.31 -1.2%
47 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 12,799.0 $756K 0.22% NEW $59.08 +30.5%
48 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $755K 0.22% NEW $754800.00
49 ARCH CAPITAL GROUP LTD 40,000.0 $664K 0.19% NEW $16.60
50 COMERICA INC-CALLABLE 20,000.0 $523K 0.15% NEW $26.17
51 AFGE AMERICAN FINANCIAL GR INC OH-CALL Financial Services 30,000.0 $507K 0.15% NEW $16.89 -0.9%
52 BROOKFIELD BRP HLDGS INC-CALLABLE 20,000.0 $502K 0.15% NEW $25.11
53 ATLANTICUS HOLDINS CORP - CALL 20,000.0 $496K 0.14% NEW $24.80
54 PROSPECT CAP CORP 30,000.0 $496K 0.14% NEW $16.52
55 SCE TR VIII-CALLABLE 20,000.0 $482K 0.14% NEW $24.10
56 ABBV ABBVIE INC Healthcare 1,948.0 $445K 0.13% NEW $228.49 -8.4%
57 READY CAPITAL CORP 20,000.0 $416K 0.12% NEW $20.80
58 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 5,040.0 $413K 0.12% NEW $82.02 -25.9%
59 SLM CORP PFD SERIES B 4,500.0 $327K 0.10% NEW $72.66
60 CONIFER HOLDINGS INC 250,000.0 $178K 0.05% NEW $0.71
Page 3 of 4  ·  71 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 28.8%
Technology 18.9%
Basic Materials 15.2%
Healthcare 13.9%
Industrials 9.9%
Consumer Cyclical 5.0%
Energy 4.3%
Utilities 3.4%
Consumer Defensive 0.7%
Real Estate 0.0%