IAK additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| XAF2M26 | XAF FINANCIAL JUN26 | 2026-03-31 | Added / first present |
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| HERITAGE INSURANCE HOLDINGS, INC. | HERITAGE INSURANCE HOLDINGS, INC. | 2025-12-31 | Added / first present |
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| ROOT, INC. | ROOT, INC. | 2025-12-31 | Added / first present |
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| XAF2H26 | XAF FINANCIAL MAR26 | 2025-12-31 | Added / first present |
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| TIPTREE INC. | TIPTREE INC. | 2025-09-30 | Added / first present |
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| BOWHEAD SPECIALTY HOLDINGS INC. | BOWHEAD SPECIALTY HOLDINGS INC. | 2025-09-30 | Added / first present |
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| XAF2Z25 | XAF FINANCIAL DEC25 | 2025-09-30 | Added / first present |
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| EMDZ25 | S P MID 400 EMINI DEC25 | 2025-09-30 | Added / first present |
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| XAF2U25 | XAF FINANCIAL SEP25 | 2025-06-30 | Added / first present |
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| F&G ANNUITIES & LIFE, INC. | F&G ANNUITIES & LIFE, INC. | 2025-03-31 | Added / first present |
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| XAF2M25 | XAF FINANCIAL JUN25 | 2025-03-31 | Added / first present |
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| EMDM25 | S P MID 400 EMINI JUN25 | 2025-03-31 | Added / first present |
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| UNIVERSAL INSURANCE HOLDINGS, INC. | UNIVERSAL INSURANCE HOLDINGS, INC. | 2024-12-31 | Added / first present |
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| HCI GROUP, INC. | HCI GROUP, INC. | 2024-12-31 | Added / first present |
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| XAF2H25 | XAF FINANCIAL MAR25 | 2024-12-31 | Added / first present |
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| XAF2Z24 | XAF FINANCIAL DEC24 | 2024-09-30 | Added / first present |
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| XAF2U24 | XAF FINANCIAL SEP24 | 2024-06-30 | Added / first present |
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| XAF2M24 | XAF FINANCIAL JUN24 | 2024-03-31 | Added / first present |
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| EMDM24 | S P MID 400 EMINI JUN24 | 2024-03-31 | Added / first present |
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| IXAH4 | XAF FINANCIAL MAR24 | 2023-12-31 | Added / first present |
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| FIDELITY NATIONAL FINANCIAL, INC. | FIDELITY NATIONAL FINANCIAL, INC. | 2023-09-30 | Added / first present |
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| STEWART INFORMATION SERVICES CORPORATION | STEWART INFORMATION SERVICES CORPORATION | 2023-09-30 | Added / first present |
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| SKYWARD SPECIALTY INSURANCE GROUP, INC. | SKYWARD SPECIALTY INSURANCE GROUP, INC. | 2023-09-30 | Added / first present |
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| IXAZ3 | XAF FINANCIAL DEC23 | 2023-09-30 | Added / first present |
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| FAU3 | S P MID 400 EMINI SEP23 | 2023-06-30 | Added / first present |
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| IXAU3 | XAF FINANCIAL SEP23 | 2023-06-30 | Added / first present |
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| FAM3 | S P MID 400 EMINI JUN23 | 2023-03-31 | Added / first present |
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| IXAM3 | XAF FINANCIAL JUN23 | 2023-03-31 | Added / first present |
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| FAH3 | S P MID 400 EMINI MAR23 | 2022-12-31 | Added / first present |
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| IXAH3 | XAF FINANCIAL MAR23 | 2022-12-31 | Added / first present |
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| Chubb Limited | Chubb Limited | 2022-09-30 | Added / first present |
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| ARCH CAPITAL GROUP LTD. | ARCH CAPITAL GROUP LTD. | 2022-09-30 | Added / first present |
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| JAMES RIVER GROUP HOLDINGS, LTD. | JAMES RIVER GROUP HOLDINGS, LTD. | 2022-09-30 | Added / first present |
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| AXIS CAPITAL HOLDINGS LIMITED | AXIS CAPITAL HOLDINGS LIMITED | 2022-09-30 | Added / first present |
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| ASSURED GUARANTY LTD. | ASSURED GUARANTY LTD. | 2022-09-30 | Added / first present |
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| WHITE MOUNTAINS INSURANCE GROUP, LTD. | WHITE MOUNTAINS INSURANCE GROUP, LTD. | 2022-09-30 | Added / first present |
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| ARGO GROUP INTERNATIONAL HOLDINGS, LTD. | ARGO GROUP INTERNATIONAL HOLDINGS, LTD. | 2022-09-30 | Added / first present |
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| OSCAR HEALTH, INC. | OSCAR HEALTH, INC. | 2022-09-30 | Added / first present |
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| FAZ2 | S P MIDCAP 400 EMINI FUTURE DEC22 | 2022-09-30 | Added / first present |
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| IXAZ2 | XAF FINANCIAL DEC22 | 2022-09-30 | Added / first present |
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| BlackRock Funds III | BlackRock Funds III | 2021-12-31 | Added / first present |
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| Root Inc/OH | Root Inc/OH | 2021-09-30 | Added / first present |
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| Oscar Health Inc | Oscar Health Inc | 2021-09-30 | Added / first present |
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| MetroMile Inc | MetroMile Inc | 2021-06-30 | Added / first present |
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| American National Group Inc | American National Group Inc | 2020-09-30 | Added / first present |
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| Lemonade Inc | Lemonade Inc | 2020-09-30 | Added / first present |
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| Palomar Holdings Inc | Palomar Holdings Inc | 2019-12-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
|---|
| XAF2H26 | XAF FINANCIAL MAR26 | 2026-03-31 | Removed / first absent |
|---|
| XAF2Z25 | XAF FINANCIAL DEC25 | 2025-12-31 | Removed / first absent |
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| EMDZ25 | S P MID 400 EMINI DEC25 | 2025-12-31 | Removed / first absent |
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| XAF2U25 | XAF FINANCIAL SEP25 | 2025-09-30 | Removed / first absent |
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| XAF2M25 | XAF FINANCIAL JUN25 | 2025-06-30 | Removed / first absent |
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| EMDM25 | S P MID 400 EMINI JUN25 | 2025-06-30 | Removed / first absent |
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| XAF2H25 | XAF FINANCIAL MAR25 | 2025-03-31 | Removed / first absent |
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| XAF2Z24 | XAF FINANCIAL DEC24 | 2024-12-31 | Removed / first absent |
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| XAF2U24 | XAF FINANCIAL SEP24 | 2024-09-30 | Removed / first absent |
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| XAF2M24 | XAF FINANCIAL JUN24 | 2024-06-30 | Removed / first absent |
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| EMDM24 | S P MID 400 EMINI JUN24 | 2024-06-30 | Removed / first absent |
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| IXAH4 | XAF FINANCIAL MAR24 | 2024-03-31 | Removed / first absent |
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| IXAZ3 | XAF FINANCIAL DEC23 | 2023-12-31 | Removed / first absent |
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| FAU3 | S P MID 400 EMINI SEP23 | 2023-09-30 | Removed / first absent |
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| IXAU3 | XAF FINANCIAL SEP23 | 2023-09-30 | Removed / first absent |
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| FAM3 | S P MID 400 EMINI JUN23 | 2023-06-30 | Removed / first absent |
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| IXAM3 | XAF FINANCIAL JUN23 | 2023-06-30 | Removed / first absent |
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| FAH3 | S P MID 400 EMINI MAR23 | 2023-03-31 | Removed / first absent |
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| IXAH3 | XAF FINANCIAL MAR23 | 2023-03-31 | Removed / first absent |
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| JAMES RIVER GROUP HOLDINGS, LTD. | JAMES RIVER GROUP HOLDINGS, LTD. | 2024-12-31 | Removed / first absent |
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| ARGO GROUP INTERNATIONAL HOLDINGS, LTD. | ARGO GROUP INTERNATIONAL HOLDINGS, LTD. | 2023-12-31 | Removed / first absent |
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| FAZ2 | S P MIDCAP 400 EMINI FUTURE DEC22 | 2022-12-31 | Removed / first absent |
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| IXAZ2 | XAF FINANCIAL DEC22 | 2022-12-31 | Removed / first absent |
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| Root Inc/OH | Root Inc/OH | 2022-03-31 | Removed / first absent |
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| Oscar Health Inc | Oscar Health Inc | 2022-06-30 | Removed / first absent |
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| MetroMile Inc | MetroMile Inc | 2021-12-31 | Removed / first absent |
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| American National Group Inc | American National Group Inc | 2022-06-30 | Removed / first absent |
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| Chicago Mercantile Exchange | Chicago Mercantile Exchange | 2022-09-30 | Removed / first absent |
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| BlackRock Funds III | BlackRock Funds III | 2021-09-30 | Removed / first absent |
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| Voya Financial Inc | Voya Financial Inc | 2023-09-30 | Removed / first absent |
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| Alleghany Corp | Alleghany Corp | 2022-12-31 | Removed / first absent |
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| Brown & Brown Inc | Brown & Brown Inc | 2023-09-30 | Removed / first absent |
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| American National Insurance Co | American National Insurance Co | 2020-09-30 | Removed / first absent |
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| eHealth Inc | eHealth Inc | 2022-09-30 | Removed / first absent |
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| Arthur J Gallagher & Co | Arthur J Gallagher & Co | 2023-09-30 | Removed / first absent |
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| FBL Financial Group Inc | FBL Financial Group Inc | 2021-06-30 | Removed / first absent |
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| National General Holdings Corp | National General Holdings Corp | 2021-03-31 | Removed / first absent |
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| State Auto Financial Corp | State Auto Financial Corp | 2022-03-31 | Removed / first absent |
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| Universal Insurance Holdings Inc | Universal Insurance Holdings Inc | 2021-12-31 | Removed / first absent |
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| National Western Life Group Inc | National Western Life Group Inc | 2024-09-30 | Removed / first absent |
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| American Equity Investment Life Holding Co | American Equity Investment Life Holding Co | 2024-06-30 | Removed / first absent |
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| Ambac Financial Group Inc | Ambac Financial Group Inc | 2026-03-31 | Removed / first absent |
|---|
| MBIA Inc | MBIA Inc | 2024-06-30 | Removed / first absent |
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