Form 13-F position report

INTL GNRL INSURANCE HLDNGS L

Reported by Expect Equity LLC

IGIC CUSIP G4809J106 Manager CIK 0002007407

Reported 45,363 shares, up 26,839 (144.9%) from the prior quarter.

Reported value 136.4%; share count 144.9% vs. the prior quarter.

Added
% of reported 13F value 0.85% This manager · Q1 2026
Shares 45,363 Quarter-end amount reported
Reported value $1,098,919 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-12-31 464767
2026-03-31 1098919
2026-06-30 1187150

Quarterly position history

How this manager's reported quarter-end position changed over time.

3 quarters
Quarterly reported position history for INTL GNRL INSURANCE HLDNGS L held by Expect Equity LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Unchanged 45,363 0 (0.0%) 0.76% $1,187,150 2026-08-14
Q1 2026 Added 45,363 +26,839 (144.9%) 0.85% $1,098,919 2026-05-15
Q4 2025 New 18,524 +18,524 (0.0%) 0.38% $464,767 2026-02-17

Who else reported the position

74 managers reported INTL GNRL INSURANCE HLDNGS L for Q1 2026.

Managers reporting INTL GNRL INSURANCE HLDNGS L in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
ROYCE & ASSOCIATES LP Added 3,224,979 +73,781 0.77% $78,125,116 20 qtrs
GILDER GAGNON HOWE & CO LLC Reduced 1,213,785 -6,331 0.35% $29,403,942 25 qtrs
DIAMOND HILL CAPITAL MANAGEMENT INC Added 497,564 +127,248 0.08% $12,053,488 7 qtrs
Russell Investments Group Ltd Added 399,564 +3,052 0.01% $9,679,436 11 qtrs
HEARTLAND ADVISORS INC Unchanged 300,000 0 0.37% $7,267,500 14 qtrs
Shay Capital LLC Reduced 195,552 -20,316 0.4% $4,737,247 22 qtrs
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC Added 185,110 +950 0.21% $4,484,000 8 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 117,257 -26,443 < 0.01% $2,840,551 14 qtrs
WESTWOOD HOLDINGS GROUP INC Reduced 76,201 -37,253 0.01% $1,845,968 20 qtrs
Legal & General Group Plc Reduced 67,086 -11,610 < 0.01% $1,625,158 7 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
SHS

Voting authority reported

Sole
45,363
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.