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IHC Independence Holding

Independence Holding Co. engages in the life and health insurance business. It operates through the following segments: Medical Stop-Loss; Specialty Health; Group Disability, Life, Short-Term Disability, and Paid Family Leave; Individual Life, Annuities, and Other; and Corporate. The Medical Stop-Loss segment provides coverage to public and private entities that elect to self-insure their employees' medical coverage for losses within specified range. The Specialty Health segment comprises of traditional distribution through independent agents and national accounts. The Group Disability segment is comprised of long term disability and disability benefits law. The company was founded in 1980 and is headquartered in Stamford, CT.

Company profile

Ticker
IHC
Exchange
NYSE
Website
www.ihcgroup.com
CEO
Roy T. K. Thung
Employees
Incorporated
Delaware
Location
Connecticut
Fiscal year end
Dec 31
Sector
Finance and Insurance > Direct Life Insurance Carriers
Industry (SIC)
Life Insurance
Metlife • Prudential Financial • Lincoln National Life Insurance • Brighthouse Financial • Voya Financial • Lincoln National • Genworth Financial • Athene Holding • Protective Life • American National ...
SEC CIK
0000701869
Corporate docs
IRS number
581407235

IHC stock data

(
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News

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Insurance Stock Gainers And Losers In Tuesdays Premarket Session
20 Apr 21
Here are the insurance stocks that are moving in Tuesday’s premarket session on the s
Insurance Stocks Moving In Friday's Intraday Session
16 Apr 21
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Tian Ruixiang Holdings (NASDAQ: TIRX) stock rose 10.59% to $13.68 during Friday's regular
11 Financials Stocks Moving In Friday's Intraday Session
16 Apr 21
Reliance Standard Agrees To Acquire Top-Tier New York Statutory Insurer; Terms Not Disclosed
15 Apr 21
IHC Announces Agreement To Sell Standard Security Life Insurance Company Of New York To Reliance Standard For $180M
15 Apr 21

Press releases

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AM Best Places Credit Ratings of Standard Security Life Insurance Company of New York Under Review With Positive Implications
19 Apr 21
AM Best has placed under review with positive implications the Financial Strength Rating (FSR) of A- (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of "a-" of Standard Security Life Insurance Company
Reliance Standard Agrees to Acquire Top-Tier New York Statutory Insurer
15 Apr 21
Transaction will add Standard Security Life Insurance Company of New York Reliance Standard Life Insurance Company (Reliance Standard), a member of the Tokio Marine Group, announced it has agreed to acquire Standard
IHC Announces Agreement to Sell Standard Security Life Insurance Company of New York to Reliance Standard
15 Apr 21
STAMFORD, Conn., April 15, 2021 (GLOBE NEWSWIRE) -- Independence Holding Company (NYSE:IHC) today reported its agreement to sell Standard Security Life Insurance Company of New York to Reliance Standard Life Insurance
IHC Announces 2020 Fourth-Quarter and Annual Results
15 Mar 21
Independence Holding Company Announces PetPartners, Inc. and the American Kennel Club Expand Relationship in Response to Record Growth in Pet Ownership
11 Feb 21

Calendar

16 Mar 21
21 Apr 21
31 Dec 21

Financial summary

Financial statements Chart IHC financial data
Quarter (USD)
 Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
 Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

IHC insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
23 Nov 20 Ronald I Simon Common Stock Other Aquire J Yes No 0 2,475 0 36,425
23 Nov 20 Ronald I Simon Common Stock Other Dispose J No No 0 2,475 0 12,950
10 Nov 20 James G Tatum Common Stock Grant Aquire A No No 0 2,475 0 51,501
10 Nov 20 Ronald I Simon Common Stock Grant Aquire A No No 0 2,475 0 15,425
14 Sep 20 Teresa A Herbert Common Stock Gift Dispose G No No 0 1,490 0 82,294
7 May 20 Roy T K Thung Common Stock Gift Dispose G No No 0 2,000 0 236,518
14 Jan 20 Roy T K Thung Common Stock Gift Dispose G No No 0 6,680 0 238,518
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

IHC institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

19.7% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 53 54 -1.9%
Opened positions 2 3 -33.3%
Closed positions 3 3 –
Increased positions 19 13 +46.2%
Reduced positions 16 25 -36.0%
13F shares
 Current Prev Q Change
Total value 169.09M 153.83M +9.9%
Total shares 2.88M 2.91M -1.0%
Total puts 0 0
Total calls 0 0
Total put/call ratio – – –
Largest owners
 Shares Value Change
Arnhold 508.34K $20.84M 0.0%
Cannell Capital 416.91K $17.09M +7.5%
BLK Blackrock 298.34K $12.23M +6.1%
TCW 295.68K $12.12M -11.9%
Dimensional Fund Advisors 255.12K $10.46M +0.3%
Vanguard 239.04K $9.8M +8.2%
Royce & Associates 170.02K $6.97M -19.2%
STT State Street 106.29K $4.38M -3.3%
Geode Capital Management 86.35K $3.54M +2.5%
NTRS Northern Trust 84.9K $3.48M -5.0%
Largest transactions
 Shares Bought/sold Change
Royce & Associates 170.02K -40.5K -19.2%
TCW 295.68K -40K -11.9%
Cannell Capital 416.91K +29K +7.5%
Vanguard 239.04K +18.04K +8.2%
BLK Blackrock 298.34K +17.11K +6.1%
Millennium Management 8.12K -9.63K -54.3%
JPM JPMorgan Chase & Co. 19.15K +9.21K +92.6%
GS Goldman Sachs 0 -8.97K EXIT
IVZ Invesco 0 -7.91K EXIT
Belpointe Asset Management 5.8K +5.8K NEW
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: absent, absorb, acknowledgment, admission, advertising, Aetna, Aflac, Aid, AMT, answer, app, Assailant, avoid, Biden, bring, card, commensurate, compound, Condensed, constraint, consummated, contemplated, convenience, Cook, coordinated, costly, covid, culture, deferral, degradation, delinquent, deliver, Description, dictated, disaggregated, disallow, discretionary, displaced, dissemination, divested, dominate, downturn, draft, drug, economy, educate, educating, education, efficacy, encourage, enlarge, everyday, exacerbate, extra, featuring, field, FL, fluid, forecasted, formatted, formidable, fulfill, furloughed, grace, greatest, grown, handle, harnessing, heading, home, host, hosted, Humana, immaterial, instability, intermittent, journey, judgement, kind, Lastly, licensure, marked, MarTech, mathematical, mechanism, media, mentioned, micro, Midwestern, Milwaukee, missed, MN, mobile, newest, nonrefundable, oComparing, oEvaluating, older, oNet, oTesting, outbreak, override, Park, Pennsylvania, Philadelphia, phishing, phone, presidential, proficiency, promotion, proof, proven, pursuing, recoup, reevaluate, remarketing, remit, remotely, repay, residence, resume, SalesForce, salvage, sample, science, shut, situation, specialist, spent, St, stagnate, standpoint, stressed, subscription, subsidy, superior, TailTrax, tarnish, telehealth, Torchlight, traffic, travel, unfold, unprecedented, unused, vaccine, waiving, wellbeing, WI, World, wrongdoing
Removed: accumulate, adherence, adjudication, age, amend, authoritative, behavior, blended, choose, clear, closing, commonly, Compel, complexity, concrete, confirm, consult, consuming, controlling, correct, decide, demanded, duty, elapse, eligibility, emergence, exceeding, finalized, GAF, gather, geopolitical, imposition, inadequately, Incorrect, infraction, Initiative, injunctive, injured, insolvency, insurable, knowledgeable, Labor, lag, limiting, mandate, merit, Modernization, modification, Motion, motivate, motivating, moved, Notwithstanding, oapproving, Obama, ocalculating, ocancelling, oestablishing, offshore, olicensing, omandating, Optional, ordered, oregulating, orequiring, orestricting, ORSA, outsourced, partial, pension, predetermined, preempt, prescribing, presence, Prevailing, profitably, proposing, prospectively, quantifiable, reclassify, recommend, reconcile, reducing, regulate, regulating, rental, repeal, replacement, request, restricting, retrospectively, revised, revising, robust, show, solvency, streamlined, Street, succeed, survivor, talented, terminate, tort, TRU, undermine, undoubtedly, unsettled, urge, usability, validate, varying, Wall, wrote
From filing 10-K 2020 FY

Financial reports

View all
10-K
2020 FY
Annual report
16 Mar 21
10-Q
2020 Q3
Quarterly report
6 Nov 20
10-Q
2020 Q2
Quarterly report
9 Aug 20
10-Q
2020 Q1
Quarterly report
8 May 20
10-K/A
2019 FY
Annual report (amended)
23 Apr 20
10-K/A
2019 FY
Annual report (amended)
16 Mar 20
10-K
2019 FY
Annual report
15 Mar 20
10-Q
2019 Q3
Quarterly report
8 Nov 19
10-Q
2019 Q2
Quarterly report
8 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19

Current reports

View all
8-K
Entry into a Material Definitive Agreement
15 Apr 21
8-K
Results of Operations and Financial Condition
15 Mar 21
8-K
Submission of Matters to a Vote of Security Holders
10 Nov 20
8-K
1 20 20 Annual Meeting of Stockholders November 1 0 , 20 20 Independence Holding Company © 2017 The IHC Group
10 Nov 20
8-K
Results of Operations and Financial Condition
9 Nov 20
8-K
Results of Operations and Financial Condition
9 Aug 20
8-K
Results of Operations and Financial Condition
8 May 20
8-K
Other Events
24 Apr 20
8-K
Independence Holding Company Announces Intention to Commence Tender Offer
19 Apr 20
8-K/A
Financial Statements and Exhibits
9 Apr 20

Registration and prospectus

View all
SC TO-I/A
Issuer tender offer statement (amended)
27 May 20
SC TO-I/A
Issuer tender offer statement (amended)
21 May 20
SC TO-I/A
Issuer tender offer statement (amended)
1 May 20
SC TO-I
Issuer tender offer statement
24 Apr 20
SC TO-C
Information about tender offer
19 Apr 20
SC TO-I/A
Issuer tender offer statement (amended)
29 Jun 17
SC TO-I/A
Issuer tender offer statement (amended)
26 Jun 17
SC TO-I/A
Issuer tender offer statement (amended)
15 Jun 17
SC TO-I
Issuer tender offer statement
25 May 17
S-8
Registration of securities for employees
22 May 17

Proxies

View all
DEFA14A
Additional proxy soliciting materials
1 Oct 20
DEF 14A
Definitive proxy
1 Oct 20
DEFA14A
Additional proxy soliciting materials
3 Oct 19
DEF 14A
Definitive proxy
3 Oct 19
DEFA14A
Additional proxy soliciting materials
3 Oct 18
DEF 14A
Definitive proxy
3 Oct 18
DEF 14A
Definitive proxy
25 Sep 17
DEFA14A
Additional proxy soliciting materials
25 Sep 17
DEF 14A
Definitive proxy
10 Oct 16
DEFA14A
Additional proxy soliciting materials
10 Oct 16

Other

View all
UPLOAD
Letter from SEC
1 Jun 20
CORRESP
Correspondence with SEC
20 May 20
UPLOAD
Letter from SEC
11 May 20
CORRESP
Correspondence with SEC
27 Jul 16
CORRESP
Correspondence with SEC
24 Jul 16
EFFECT
Notice of effectiveness
14 Nov 13
CORRESP
Correspondence with SEC
12 Sep 13
CORRESP
Correspondence with SEC
14 Jul 11
EFFECT
Notice of effectiveness
14 Jul 11
CORRESP
Correspondence with SEC
12 Jul 11

Ownership

View all
5
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
12 Feb 21
5
INDEPENDENCE HOLDING / TERESA A HERBERT ownership change
12 Feb 21
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
24 Nov 20
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
12 Nov 20
4
INDEPENDENCE HOLDING / ALLAN C KIRKMAN ownership change
12 Nov 20
4
INDEPENDENCE HOLDING / JOHN L LAHEY ownership change
12 Nov 20
4
INDEPENDENCE HOLDING / JAMES G TATUM ownership change
12 Nov 20
5/A
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
20 Feb 20
5
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
14 Feb 20
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
21 Nov 19

Reddit threads

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