IAT REINSURANCE CO LTD.
SEC Form 13F institutional filer · CIK 0001633625
13F-HR · 16 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
95.4%
IAT REINSURANCE CO LTD. — $79.7M AUM allocation strategy
IAT REINSURANCE CO LTD. files SEC Form 13F and reports $79.7M of long US equity value across 16 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 41.8%, followed by Information Technology 23.8% and Energy 16.9%.
The top 10 holdings account for 95% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
IAT REINSURANCE CO LTD. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$79.7M
total across 16 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
95% of value
higher = narrower conviction; lower = spread / hedging
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Biotechnology41.4%—
- Integrated Oil & Gas16.9%—
- Electronic Components11.8%—
- Semiconductors8.7%—
- Aerospace & Defense6.3%—
- Heavy Electrical Equipment4.1%—
- Electronic Manufacturing Services3.3%—
- Building Products2.0%—
- Other holdings5.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMGN | Amgen Inc | 92.5K | $32.5M | +0 | 40.8% |
| $XOM | ExxonMobil Holdings Corporation | 79.6K | $13.5M | +0 | 16.9% |
| $GLW | Corning Incorporated | 368K | $9.41M | +0 | 11.8% |
| $AMD | Advanced Micro Devices Inc | 33.9K | $6.9M | +0 | 8.7% |
| $GE | GE Aerospace | 15.1K | $4.29M | +0 | 5.4% |
| $GEV | GE Vernova Inc | 3.78K | $3.3M | +0 | 4.1% |
| $TEL | TE Connectivity plc | 12.5K | $2.61M | +0 | 3.3% |
| $JCI | Johnson Controls International plc | 11.9K | $1.56M | +0 | 2.0% |
| $USB | U.S. Bancorp | 60K | $1.04M | +0 | 1.3% |
| $PG | Procter & Gamble Company | 5.7K | $823K | +0 | 1.0% |
…and 6 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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