TRH - Transatlantic Holdings Inc.

Business Predictability: What is this? | Higher Ranked Competitors

Currently /5

Business Predictability Rank: 1-Star (On Watch)

Back Testing (Jan. 1998 - Aug. 2008) Results:

Average gain of all 1-Star stocks: 1.1%/year.
% of Stocks that are in still loss if held for 10yrs: 45%.

Top Ranked Predictable Companies & What is Predictability Rank?

P/E: (before NRI)	7.4	Lower P/E: ACE (6.1), XL (7), RE (7.1), PRE (6.8),
Price/Book:	0.9	Lower P/B: BRK-A (0.9), BRK-B (0.4), ACE (0.9), ALL (0.9),
Price/Sales:	0.9	Lower P/S: BRK-B (0.5), TKOMY.PK (0.74), TKOMY (0.74), ALL (0.5),
Net Margin:	8.24%	Higher Margin: MRH (50.23%), RNR (43.22%), QNTA (35.77%),
Yield:	1.5%	Higher Yield: SCO (26.3%), UVE (13.9%), ZNT (6.9%), ORI (6.4%),
Market Cap:	$3.6 Bil	EPS: (before NRI)	$7.49	Shares Outstanding:	66.38 Mil

Nonlife Insurance » Property & Casualty Insurance COMPARE: MHLD, AMIC, AXS, ORH

Transatlantic Holdings, through its wholly-owned subsidiaries, Transatlantic more

Gurus Trades with TRH: Exclude other managers

Click to exclude managers not in the List of Gurus.

Ticker	Company	Picked By	Date (?)	Action	Impact to Portfolio (?)	Price Range (Average)* (?)	Current Price	Change from Average	Comment	Current Shares
TRH	Transatl...	Daniel Loeb	2009-09-30	Sold Out (history)		$41.93 - $50.95 ($46.81)	$ 54.72	17%	Sold Out	0
TRH	Transatl...	NWQ Managers	2009-09-30	Reduce (history)	--0.03%	$41.93 - $50.95 ($46.81)	$ 54.72	17%	Reduce -43.87%	243,325
TRH	Transatl...	Richard Perry	2009-09-30	Sold Out (history)		$41.93 - $50.95 ($46.81)	$ 54.72	17%	Sold Out	0
TRH	Transatl...	David Einhorn	2009-06-30	Buy	0.51%	$37.81 - $44.32 ($41)	$ 54.72	33%	New holding, 325000 sh.	325,000
TRH	Transatl...	NWQ Managers	2009-06-30	Buy	0.13%	$37.81 - $44.32 ($41)	$ 54.72	33%	New holding, 433500 sh.	433,500
TRH	Transatl...	Daniel Loeb	2009-06-30	Buy	1.57%	$37.81 - $44.32 ($41)	$ 54.72	33%	New holding, 325200 sh.	325,200
TRH	Transatl...	Michael Price	2009-06-30	Buy	1.4%	$37.81 - $44.32 ($41)	$ 54.72	33%	New holding, 92500 sh.	92,500
TRH	Transatl...	Richard Perry	2009-06-30	Buy	0.48%	$37.81 - $44.32 ($41)	$ 54.72	33%	New holding, 150000 sh.	150,000
TRH	Transatl...	Chris Davis	2009-06-30	Add (history)	0.24%	$37.81 - $44.32 ($41)	$ 54.72	33%	Add 22.55%	15,719,389
TRH	Transatl...	Tweedy Browne	2008-12-31	Add (history)	0.41%	$32.46 - $42.63 ($38.1)	$ 54.72	44%	Add 11.69%	1,570,947
Real Time Picks are included for Premium Members only!!

*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

TRH is held by these Gurus: Exclude other managers

Click to exclude managers not in the List of Gurus.

Ticker	Guru Name	Portfolio Date*	Current Shares	% of Shares Outstanding	% of Total Assets Managed	Change from Last Holdings
TRH	Michael Price	2009-09-30	92500	0.14	1.37	0%
TRH	David Einhorn	2009-09-30	325000	0.49	0.63	0%
TRH	Tweedy Browne	2009-09-30	1526772	2.3	4.14	-3.17%
TRH	NWQ Managers	2009-09-30	243325	0.37	0.07	-43.87%
TRH	Richard Perry	2009-09-30	0	0	0	Sold Out
TRH	Daniel Loeb	2009-09-30	0	0	0	Sold Out
TRH	Chris Davis	2009-06-30	15719389	23.68	1.31	22.55%
Most recent portfolio changes are included for Premium Members only!

TRH: Insider Buys/Sells (?)

Click Here for All Insider Trades.

Insider	Position	Date	Trades	Shares	Trade Price ($)	Change (%)
VIJIL JAVIER E	Executive Vice President	2009-11-11	Sell	11000	$53.5	2.28
AMERICAN INTERNATIONAL GROUP I	10% Owner	2009-06-10	Sell	29900000	$38	44
FOOS JOHN G	Director	2009-06-10	Buy	3000	$38	44
Press Richard S	Director	2009-06-10	Buy	4000	$38	44
McCarthy John L	Director	2009-06-10	Buy	1000	$38	44
TIZZIO THOMAS R	Director	2009-06-10	Buy	2000	$38	44
SCHWARTZ GARY A	Sr. VP & General Counsel	2007-12-13	Sell	3749	$74.11	-26.16
BONNY PAUL V	Executive Vice President	2007-11-28	Sell	2000	$72.5	-24.52
BONNY PAUL V	Executive Vice President	2007-11-20	Sell	2000	$72.5	-24.52
VIJIL JAVIER E	Executive Vice President	2007-09-12	Sell	2000	$71	-22.93

Quarterly/Annual Reports:

TRH: Quarterly report: (10-Q) - 2009-08-07
TRH: Quarterly report: (10-Q) - 2009-05-08
TRH: Annual report: (10-K) - 2009-03-02
TRH: Quarterly report: (10-Q) - 2008-11-10
TRH: Quarterly report: (10-Q) - 2008-08-08

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