Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 24, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 24
- 0 vs. Q1 2023
- Portfolio value
- $291.0M
- +$20.3M (+7.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRIPrimerica, Inc. | Stock | 152,700 | $30.2M | 10.4% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 391,120 | $29.3M | 10.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $23.4M | 8.1% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $22.8M | 7.8% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $22.4M | 7.7% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $22.4M | 7.7% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $20.6M | 7.1% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $20.1M | 6.9% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $18.5M | 6.4% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $18.4M | 6.3% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $15.7M | 5.4% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 219,921 | $13.1M | 4.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 90,146 | $12.3M | 4.2% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 124,350 | $7.09M | 2.4% | +10,000+8.7% | Added | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 124,500 | $4.48M | 1.5% | +10,000+8.7% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 10,000 | $3.23M | 1.1% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 152,567 | $2.11M | 0.7% | +2,491+1.7% | Added | – |
| LMNDLemonade, Inc. | Stock | 125,000 | $2.11M | 0.7% | −60,000−32.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.39M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $381.0K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $287.9K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $265.4K | 0.1% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $192.9K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $74.9K | <0.1% | 00.0% | Unchanged | History |