IHC — INDEPENDENCE HLDG CO NEW
IHC (INDEPENDENCE HLDG CO NEW) is tracked on HoldingsHub across five years of quarterly 13F filings. 17 funds have reported positions historically, with the sum of their latest reported stakes valued at $42.69M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2021 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 252.53K | $14.31M | 0.00% | Reduce |
| Royce & Associates history | 170.02K | $9.64M | 0.07% | Hold |
| Geode Capital Management history | 91.50K | $5.18M | 0.00% | Hold |
| Northern Trust Corp history | 66.26K | $3.75M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 42.09K | $2.39M | 0.00% | Add |
| Citadel Advisors history | 34.53K | $1.96M | 0.00% | New |
| BNY Mellon history | 28.71K | $1.63M | 0.00% | Reduce |
| UBS Group AG history | 19.48K | $1.10M | 0.00% | Add |
| Renaissance Technologies history | 15.80K | $896.00K | 0.00% | New |
| Morgan Stanley history | 7.59K | $429.00K | 0.00% | Add |
| JPMorgan Chase & Co history | 6.96K | $394.00K | 0.00% | Add |
| Wells Fargo & Co history | 4.69K | $266.00K | 0.00% | Add |
| Bank of America Corp history | 4.34K | $246.00K | 0.00% | Add |
| Goldman Sachs Group history | 3.62K | $205.00K | 0.00% | New |
| Deutsche Bank AG history | 2.61K | $148.00K | 0.00% | Add |
| Legal & General Investment Management America history | 1.36K | $77.00K | 0.00% | Hold |
| Citigroup Inc history | 1.10K | $62.00K | 0.00% | Add |
Q3 2021 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 258.04K | $12.80M | 0.00% | Hold |
| Royce & Associates history | 170.02K | $8.43M | 0.06% | New |
| Geode Capital Management history | 91.82K | $4.55M | 0.00% | New |
| Northern Trust Corp history | 67.46K | $3.35M | 0.00% | New |
| Charles Schwab Investment Management history | 41.53K | $2.06M | 0.00% | New |
| BNY Mellon history | 29.13K | $1.45M | 0.00% | New |
| Morgan Stanley history | 7.12K | $354.00K | 0.00% | New |
| JPMorgan Chase & Co history | 4.01K | $200.00K | 0.00% | New |
| Bank of America Corp history | 3.69K | $183.00K | 0.00% | New |
| Deutsche Bank AG history | 2.47K | $122.00K | 0.00% | New |
| Wells Fargo & Co history | 2.47K | $122.00K | 0.00% | New |
| Legal & General Investment Management America history | 1.36K | $67.00K | 0.00% | New |
| Citigroup Inc history | 585 | $29.00K | 0.00% | New |
| UBS Group AG history | 117 | $6.00K | 0.00% | New |
Q2 2021 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 257.21K | $11.91M | 0.00% | Hold |
Q1 2021 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 258.24K | $10.29M | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|
| Vanguard Group | 252.53K | 258.04K | 257.21K | 258.24K |
| Royce & Associates | 170.02K | 170.02K | — | — |
| Geode Capital Management | 91.50K | 91.82K | — | — |
| Northern Trust Corp | 66.26K | 67.46K | — | — |
| Charles Schwab Investment Management | 42.09K | 41.53K | — | — |
| Citadel Advisors | 34.53K | — | — | — |
| BNY Mellon | 28.71K | 29.13K | — | — |
| UBS Group AG | 19.48K | 117 | — | — |
| Renaissance Technologies | 15.80K | — | — | — |
| Morgan Stanley | 7.59K | 7.12K | — | — |
| JPMorgan Chase & Co | 6.96K | 4.01K | — | — |
| Wells Fargo & Co | 4.69K | 2.47K | — | — |
| Bank of America Corp | 4.34K | 3.69K | — | — |
| Goldman Sachs Group | 3.62K | — | — | — |
| Deutsche Bank AG | 2.61K | 2.47K | — | — |
| Legal & General Investment Management America | 1.36K | 1.36K | — | — |
| Citigroup Inc | 1.10K | 585 | — | — |