Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Aug 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 30
- 0 vs. Q3 2021
- Portfolio value
- $259.6M
- +$26.3M (+11.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BROBrown & Brown, Inc. | Stock | 325,450 | $22.9M | 8.8% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 122,725 | $20.8M | 8.0% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $19.8M | 7.6% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 114,270 | $19.3M | 7.5% | −1,600−1.4% | Reduced | History |
| RGAReinsurance Group of America Inc | COM NEW | 174,550 | $19.1M | 7.4% | +20,000+12.9% | Added | History |
| ACGLArch Capital Group Ltd. | Stock | 418,120 | $18.6M | 7.2% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $18.5M | 7.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $17.3M | 6.7% | 00.0% | Unchanged | History |
| PRIPrimerica, Inc. | Stock | 109,700 | $16.8M | 6.5% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 53,700 | $16.2M | 6.2% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $15.2M | 5.9% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 156,615 | $12.9M | 5.0% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 90,146 | $10.1M | 3.9% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 114,350 | $8.95M | 3.4% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 114,500 | $5.97M | 2.3% | 00.0% | Unchanged | History |
| JRVRJames River Group Holdings, Inc. | COM | 186,925 | $5.39M | 2.1% | 00.0% | Unchanged | History |
| BKIBlack Knight, Inc. | COM | 33,881 | $2.81M | 1.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 7,000 | $2.68M | 1.0% | 00.0% | Unchanged | History |
| BF&MG1081T109 | COM | 102,600 | $2.36M | 0.9% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.51M | 0.6% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 125,547 | $1.46M | 0.6% | +20,000+18.9% | Added | – |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $314.6K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $245.8K | 0.1% | 00.0% | Unchanged | History |
| EVEREverQuote, Inc. | COM CL A | 11,800 | $184.8K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $74.2K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 300 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| HMNHorace Mann Educators Corp | COM | 350 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| AGOAssured Guaranty Ltd | COM | 100 | $5.02K | <0.1% | 00.0% | Unchanged | History |
| CRD.BCrawford & Co | CL B | 300 | $2.25K | <0.1% | 00.0% | Unchanged | History |
| RMRRMR Group Inc. | CL A | 4 | $138 | <0.1% | 00.0% | Unchanged | History |