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

Roy T. K. Thung
Fiscal year end
Industry (SIC)
IRS number

IHC stock data



16 Mar 21
21 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
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Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
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Financial data from company earnings reports.

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 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
Content analysis
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