AMERICAN NATIONAL INSURANCE CO

Insurance

CIK

904163

Location

GALVESTON, TX

Portfolio Value

Small $304,937,072

Diversification

Diversified

Filing Date

Global Rank

#2,650 / 6,760 ▼ 239

Top Industry

Software - Infrastructure 7.7%

3Y Alpha vs SPY

-3.5%

Period ended 4 years ago

Filed May 13, 2022 · 4y

9 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.5%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

235 positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021

Top Position

7.3%

−0.1 pts

Top 5

18.9%

−1.3 pts

Top 10

26.7%

−1.7 pts

HHI

152

Diversified−9

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2022

Sector	% Portfolio	Value	Positions
Technology	22.2%	$67,595,511	36
Healthcare	17.1%	$52,006,377	31
Financial Services	15.8%	$48,293,695	33
Energy	7.4%	$22,510,316	23
Industrials	7.3%	$22,216,383	23
Consumer Cyclical	6.3%	$19,158,122	19
Consumer Defensive	6.2%	$18,882,497	15
Real Estate	6.0%	$18,380,610	16
Communication Services	5.0%	$15,270,637	13
Utilities	3.6%	$10,855,044	12
Basic Materials	2.7%	$8,274,976	12
Unclassified	0.5%	$1,492,904	2

Last Quarter's Activity

Export CSV

Mar 31, 2022 vs Dec 31, 2021

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−29,790	127,304	$22,228,551
T	At&T Inc.	−14,885	68,325	$1,219,423
MSFT	Microsoft Corp	−12,190	62,639	$19,312,230
PFE	Pfizer Inc	−11,270	68,675	$3,555,304
BX	Blackstone Inc.	−10,925	41,300	$5,242,622
PLD	Prologis, Inc.	−10,094	33,837	$5,463,998
CSCO	Cisco Systems, Inc.	−8,795	37,020	$2,064,235
KO	Coca Cola Co	−8,505	14,315	$887,530
CMCSA	Comcast Corp	−8,315	41,450	$1,818,826
BAC	Bank Of America Corp /De/	−8,290	41,000	$1,690,020
EQT	EQT Corp	−7,950	33,200	$1,142,412
MRK	Merck & Co., Inc.	−7,545	37,300	$3,060,465
EPD	Enterprise Products Partners L.P.	−7,530	32,520	$839,341
XOM	Exxon Mobil Corp	−7,400	32,650	$2,696,563
VZ	Verizon Communications Inc	−7,295	36,101	$1,838,984
WFC	Wells Fargo & Company/Mn	−6,635	40,000	$1,938,400
CSTM	Constellium SE	−6,400	38,500	$693,000
JPM	Jpmorgan Chase & Co	−6,215	30,130	$4,107,321
IRM	Iron Mountain Inc	−6,135	30,525	$1,691,390
C	Citigroup Inc	−5,970	23,500	$1,254,900
JNJ	Johnson & Johnson	−5,805	28,600	$5,068,778
KIM	Kimco Realty Corp	−5,780	29,200	$721,240
INTC	Intel Corp	−5,648	27,365	$1,356,209
CG	Carlyle Group Inc.	−5,015	26,160	$1,279,485
SCHW	Schwab Charles Corp	−4,975	22,580	$1,903,719
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SHEL	Shell plc	16,750	$920,077
MDT	Medtronic plc	7,648	$848,545
APO	Apollo Global Management, Inc.	11,100	$688,089
FTV	Fortive Corp	6,600	$303,042
MOS	Mosaic Co	3,750	$249,375
CEG	Constellation Energy Corp	4,121	$231,806
ATI	Ati Inc	8,500	$228,140
OXY	Occidental Petroleum Corp /De/	4,019	$228,038
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	948	$392,993
MKC	Mccormick & Co Inc	2,805	$270,991
IFNNY	Infineon Technologies AG	5,500	$253,000
CHD	Church & Dwight Co Inc /De/	2,415	$247,537
ABBNY	Abb Ltd	5,750	$223,445
DOW	Dow Inc.	3,928	$222,796
TXN	Texas Instruments Inc	1,182	$222,771
EIX	Edison International	3,213	$219,287
ICLR	Icon PLC	700	$216,790
DD	DuPont de Nemours, Inc.	3,928	$132,763
PAA	Plains All American Pipeline LP	11,530	$107,690
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

235 positions · $304,937,072 total · as of Mar 31, 2022

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 235 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	127,304	-29,790	$22,228,551	−20.3%	7.29%
MSFT	Microsoft Corp Technology	Reduced	62,639	-12,190	$19,312,230	−23.3%	6.33%
PLD	Prologis, Inc. Real Estate	Reduced	33,837	-10,094	$5,463,998	−26.1%	1.79%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,100	-2,490	$5,374,915	−30.5%	1.76%
BX	Blackstone Inc. Financial Services	Reduced	41,300	-10,925	$5,242,622	−22.4%	1.72%
LLY	ELI LILLY & Co Healthcare	Reduced	18,000	-3,560	$5,154,660	−13.4%	1.69%
JNJ	Johnson & Johnson Healthcare	Reduced	28,600	-5,805	$5,068,778	−13.9%	1.66%
META	Meta Platforms, Inc. Communication Services	Reduced	20,860	-4,665	$4,638,429	−46.0%	1.52%
UNH	Unitedhealth Group Inc Healthcare	Reduced	9,000	-2,070	$4,589,730	−17.4%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	28,800	-4,145	$4,400,640	−18.3%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,130	-6,215	$4,107,321	−28.6%	1.35%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,485	-3,115	$4,036,465	−41.4%	1.32%
PFE	Pfizer Inc Healthcare	Reduced	68,675	-11,270	$3,555,304	−24.7%	1.17%
ABBV	AbbVie Inc. Healthcare	Reduced	21,426	-4,934	$3,473,368	−2.7%	1.14%
V	Visa Inc. Financial Services	Reduced	14,035	-3,283	$3,112,541	−17.1%	1.02%
MRK	Merck & Co., Inc. Healthcare	Reduced	37,300	-7,545	$3,060,465	−11.0%	1.00%
DHR	Danaher Corp /De/ Healthcare	Reduced	10,590	-1,840	$2,753,869	−24.0%	0.90%
XOM	Exxon Mobil Corp Energy	Reduced	32,650	-7,400	$2,696,563	+10.0%	0.88%
MA	Mastercard Inc Financial Services	Reduced	7,075	-1,635	$2,528,463	−19.2%	0.83%
WFRD	Weatherford International plc Energy	Held	73,565	0	$2,449,714	+20.1%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,225	-1,285	$2,432,966	−22.2%	0.80%
TGT	Target Corp Consumer Defensive	Reduced	11,095	-2,595	$2,354,580	−25.7%	0.77%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,000	-1,240	$2,310,700	−26.7%	0.76%
ADBE	Adobe Inc. Technology	Reduced	5,030	-1,188	$2,291,768	−35.0%	0.75%
AXP	American Express Co Financial Services	Held	12,025	0	$2,248,675	+14.3%	0.74%
ELV	Elevance Health, Inc. Healthcare	Reduced	4,555	-1,045	$2,237,507	−13.8%	0.73%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	5,000	-1,575	$2,236,100	−12.1%	0.73%
GTLS	Chart Industries Inc Industrials	Reduced	13,000	-1,865	$2,233,010	−5.8%	0.73%
MS	Morgan Stanley Financial Services	Reduced	25,000	-4,975	$2,185,000	−25.7%	0.72%
DIS	Walt Disney Co Communication Services	Reduced	15,555	-3,935	$2,133,523	−29.3%	0.70%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	12,325	-1,600	$2,100,426	−13.2%	0.69%
EQR	Equity Residential Real Estate	Reduced	23,000	-1,240	$2,068,160	−5.7%	0.68%
CSCO	Cisco Systems, Inc. Technology	Reduced	37,020	-8,795	$2,064,235	−28.9%	0.68%
CCI	Crown Castle Inc. Real Estate	Reduced	10,675	-1,950	$1,970,605	−25.2%	0.65%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	40,000	-6,635	$1,938,400	−13.4%	0.64%
SCHW	Schwab Charles Corp Financial Services	Reduced	22,580	-4,975	$1,903,719	−17.9%	0.62%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,000	-2,150	$1,841,180	−19.4%	0.60%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	9,975	0	$1,839,888	−8.0%	0.60%
VZ	Verizon Communications Inc Communication Services	Reduced	36,101	-7,295	$1,838,984	−18.4%	0.60%
CRM	Salesforce, Inc. Technology	Reduced	8,575	-1,714	$1,820,644	−30.4%	0.60%
CMCSA	Comcast Corp Communication Services	Reduced	41,450	-8,315	$1,818,826	−22.5%	0.60%
CVX	Chevron Corp Energy	Reduced	11,000	-4,255	$1,791,130	+0.1%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,240	-1,690	$1,790,307	−25.2%	0.59%
ABT	Abbott Laboratories Healthcare	Reduced	15,000	-4,225	$1,775,400	−34.4%	0.58%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	8,750	-2,030	$1,769,162	−36.5%	0.58%
UNP	Union Pacific Corp Industrials	Held	6,400	0	$1,748,544	+8.4%	0.57%
ZTS	Zoetis Inc. Healthcare	Reduced	9,000	-2,325	$1,697,310	−38.6%	0.56%
IRM	Iron Mountain Inc Real Estate	Reduced	30,525	-6,135	$1,691,390	−11.8%	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	41,000	-8,290	$1,690,020	−22.9%	0.55%
TRV	Travelers Companies, Inc. Financial Services	Reduced	8,900	-1,420	$1,626,297	+0.7%	0.53%