Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 9, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 24
- 0 vs. Q3 2023
- Portfolio value
- $311.1M
- +$19.6M (+6.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRIPrimerica, Inc. | Stock | 132,700 | $27.3M | 8.8% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $26.6M | 8.6% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $24.4M | 7.8% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $24.0M | 7.7% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 320,120 | $23.8M | 7.6% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $23.6M | 7.6% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $23.6M | 7.6% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $23.1M | 7.4% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $21.6M | 7.0% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $21.2M | 6.8% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $16.9M | 5.4% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 219,921 | $15.6M | 5.0% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 90,146 | $12.0M | 3.9% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 124,350 | $8.01M | 2.6% | 00.0% | Unchanged | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 124,500 | $6.35M | 2.0% | 00.0% | Unchanged | – |
| LMNDLemonade, Inc. | Stock | 245,000 | $3.95M | 1.3% | +80,000+48.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 10,000 | $3.86M | 1.2% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 154,143 | $2.07M | 0.7% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.62M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $508.2K | 0.2% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $358.1K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $298.4K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $281.2K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $72.6K | <0.1% | 00.0% | Unchanged | History |