Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 10, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 24
- 0 vs. Q2 2023
- Portfolio value
- $291.4M
- +$484.8K (+0.2%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRIPrimerica, Inc. | Stock | 132,700 | $25.7M | 8.8% | −20,000−13.1% | Reduced | History |
| ACGLArch Capital Group Ltd. | Stock | 320,120 | $25.5M | 8.8% | −71,000−18.2% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $24.3M | 8.3% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $23.9M | 8.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $23.8M | 8.2% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $22.7M | 7.8% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $22.7M | 7.8% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $21.1M | 7.3% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $19.9M | 6.8% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $18.4M | 6.3% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $15.2M | 5.2% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 219,921 | $14.0M | 4.8% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 90,146 | $12.2M | 4.2% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 124,350 | $7.02M | 2.4% | 00.0% | Unchanged | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 124,500 | $5.14M | 1.8% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 10,000 | $3.24M | 1.1% | 00.0% | Unchanged | History |
| LMNDLemonade, Inc. | Stock | 165,000 | $1.92M | 0.7% | +40,000+32.0% | Added | History |
| HISCOX plc4593F1389 | COM | 154,143 | $1.89M | 0.6% | +1,576+1.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.38M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $410.4K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $309.5K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $252.3K | 0.1% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $218.4K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $74.0K | <0.1% | 00.0% | Unchanged | History |