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Iat Reinsurance Co. LTD.

CIK:0001633625
Insurance Company
$479M AUM
83 holdings
Grand Cayman, Cayman Islands
Founded:2015
7 employees
Latest filing:Jun 30, 2025

IAT Reinsurance Company Ltd. is a Cayman Islands-domiciled reinsurer and a key subsidiary of IAT Insurance Group. The company specializes in providing excess of loss and treaty reinsurance solutions to primary insurance companies, serving clients primarily in North America. The firm is closely associated with the Kellogg family and its trusts. IAT Reinsurance Company Ltd. maintains a very strong balance sheet, high-quality investment portfolio, and is structured for capital efficiency and surplus relief. The company collaborates with independent agencies, wholesale agents, and brokers to distribute its products and is a part of the larger IAT Insurance Group headquartered in Raleigh, North Carolina. Employee count for IAT Reinsurance Co Ltd. is reported as 7.

Investment Strategy

IAT Reinsurance Company Ltd. focuses on offering intermediary-produced treaty reinsurance products, including structured quota share and catastrophe excess of loss coverages, to help primary insurance carriers manage risk, achieve capital efficiency, and ensure financial stability. The firm emphasizes capacity provision for various business lines through quota share reinsurance agreements, risk-adjusted capitalization, and a diversified, high-quality investment portfolio. Its distribution primarily involves working with independent agencies, wholesale agents, and brokers.

Latest 13F Filing Activity

Iat Reinsurance Co. LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $445M. The fund increased holdings in Goldman Sachs Group Inc., Wintrust Financial Corp-callable, Algonquin Power & Utilities Corp. among other positions. Iat Reinsurance Co. LTD. reduced exposure to Mercer International Inc. Sbi, Uber Technologies, Inc., Scully Royalty LTD among others.

Top Buys
G
GSGOLDMAN SACHS GROUP INC
+$12.1M
W
WTFCMWINTRUST FINANCIAL CORP-CALLABLE
+$5.1M
A
AQNBALGONQUIN POWER & UTILITIES CORP
+$5.0M
R
RJFRAYMOND JAMES FNCL INC
+$4.3M
G
GLWCORNING INC
+$2.5M
Top Sells
M
MERCMERCER INTERNATIONAL INC SBI
-$43.7M
U
UBERUBER TECHNOLOGIES, INC
-$9.2M
S
SRLSCULLY ROYALTY LTD
-$7.9M
A
AMGNAMGEN INC
-$3.0M
S
SIGISELECTIVE INS GROUP INC
-$978.0K

Top Holdings

M
MERCMERCER INTERNATIONAL INC SBI
+13.0%$57.7M
G
GSGOLDMAN SACHS GROUP INC
+12.0%$53.2M
R
RJFRAYMOND JAMES FNCL INC
+10.3%$45.7M
A
AMGNAMGEN INC
+5.8%$25.8M
S
SRLSCULLY ROYALTY LTD
+4.5%$19.8M

Equity Positions (51)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MERCER INTERNATIONAL INC SBI12.96%$57.7M16,480,000$8.66$3.50-$43.7M
GOLDMAN SACHS GROUP INC11.96%$53.2M75,200$246.07$707.75+$12.1M
RAYMOND JAMES FNCL INC10.27%$45.7M298,125$38.66$153.37+$4.3M
AMGEN INC5.80%$25.8M92,500$164.22$279.21-$3.0M
SCULLY ROYALTY LTD4.45%$19.8M3,416,664$10.82$5.80-$7.9M

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+22.3%
PULP MILLS
+13.0%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+5.8%
COMMERCIAL BANKS, NEC
+4.5%
FIRE, MARINE & CASUALTY INSURANCE
+4.4%