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Code of Federal Regulations Title 17. Commodity and Securities Exchanges § 17.210.12–15 Summary of investments—other than investments in related parties

Current as of January 02, 2025 | Updated by Findlaw Staff

[For Insurance Companies]

Column A

Column B

Column C

Column D

Type of investment

Cost1

Value

Amount at
which shown
in the bal-
ance sheet2

Fixed maturities:

Bonds:

United States Government and government agencies and authorities

States, municipalities and political subdivisions

Foreign governments

Public utilities

Convertibles and bonds with warrants attached3

All other corporate bonds

Certificates of deposit

Redeemable preferred stock

Total fixed maturities

Equity securities:

Common stocks:

Public utilities

Banks, trust and insurance companies

Industrial, miscellaneous and all other

Nonredeemable preferred stocks

Total equity securities

Mortgage loans on real estate

Real estate4

Policy loans

Other long-term investments

Short-term investments

Total investments

1 Original cost of equity securities and, as to fixed maturities, original cost reduced by repayments and adjusted for amortization of premiums or accrual of discounts.

2 If the amount at which shown in the balance sheet is different from the amount shown in either column B or C, state the reason for such difference. The total of this column should agree with the balance sheet.

3 All convertibles and bonds with warrants shall be included in this caption, regardless of issuer.

4 State separately any real estate acquired in satisfaction of debt.

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Cite this article: FindLaw.com - Code of Federal Regulations Title 17. Commodity and Securities Exchanges § 17.210.12–15 Summary of investments—other than investments in related parties - last updated January 02, 2025 | https://codes.findlaw.com/cfr/title-17-commodity-and-securities-exchanges/cfr-sect-17-210-12-15/

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