HEARTLAND ADVISORS INC IGIC — INTL GNRL INSURANCE HLDNGS L

Ownership history in HEARTLAND ADVISORS INC  ·  14 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported INTL GNRL INSURANCE HLDNGS L (IGIC) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2024 Q4. The latest visible filing shows IGIC at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in INTL GNRL INSURANCE HLDNGS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGIC was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IGIC stock page HEARTLAND ADVISORS INC fund profile HEARTLAND ADVISORS INC full holdings
How HEARTLAND ADVISORS INC held IGIC — position size vs. price
% of Fund (quarterly)    IGIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 300,000 — 0% 0.37% $7.3M 2026-05-06 $26.42
2025 Q4 UNCHANGED — — — 300,000 — 0% 0.41% $7.5M 2026-02-11 $23.71
2025 Q3 UNCHANGED — — — 300,000 — 0% 0.37% $7.0M 2025-11-07 $20.75
2025 Q2 REDUCED 25.0% -2.4% ✅ 300,000 -100,000 -25.0% 0.40% $7.2M 2025-08-12 $22.98
2025 Q1 REDUCED 25.9% -2.0% ✅ 400,000 -140,150 -25.9% 0.60% $10.5M 2025-05-07 $22.15
2024 Q4 REDUCED 12.0% +10.8% ❌ 540,150 -73,450 -12.0% 0.70% $12.8M 2025-02-12 $22.95
2024 Q3 REDUCED 13.3% +24.7% ❌ 613,600 -93,800 -13.3% 0.61% $11.7M 2024-11-12 $21.86
2024 Q2 REDUCED — — — 707,400 -11,800 -1.6% 0.55% $9.9M 2024-08-08 $13.68
2024 Q1 REDUCED — — — 719,200 -27,600 -3.7% 0.51% $9.7M 2024-05-07 $11.93
2023 Q4 ADDED — — — 746,800 +2,200 +0.3% 0.50% $9.6M 2024-02-08 $10.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGIC

As of 2026 Q1 — sorted by position size

NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 1.52% Hingham Institution for Savings 1.19% ROYCE & ASSOCIATES LP 3Y 7Y 0.77% Sageworth Trust Co of South Dakota 3Y 0.47% Shay Capital LLC 3Y 0.4% GILDER GAGNON HOWE & CO LLC 3Y 7Y 0.35% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.21% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 0.08% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.05% Abacus Planning Group, Inc. 3Y 7Y 0.04%

FAQ About HEARTLAND ADVISORS INC and IGIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEARTLAND ADVISORS INC reported owning IGIC?

HEARTLAND ADVISORS INC reported IGIC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGIC position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for IGIC was 0.70% in 2024 Q4.

What is the latest reported IGIC position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 300,000 shares, equal to 0.37% of portfolio, with an estimated market value of $7.3M.

What does the chart on this IGIC ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly IGIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEARTLAND ADVISORS INC time their IGIC position?

Based on 13F filing dates vs. subsequent IGIC price moves, HEARTLAND ADVISORS INC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on IGIC relative to SPY over the holding period was +24.5%.

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