Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 17, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 23
- −1 vs. Q4 2023
- Portfolio value
- $356.8M
- +$45.7M (+14.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $31.7M | 8.9% | 00.0% | Unchanged | History |
| PRIPrimerica, Inc. | Stock | 122,700 | $31.0M | 8.7% | −10,000−7.5% | Reduced | History |
| ACGLArch Capital Group Ltd. | Stock | 320,120 | $29.6M | 8.3% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $28.5M | 8.0% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $28.3M | 7.9% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $27.3M | 7.6% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $26.7M | 7.5% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $25.4M | 7.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $24.8M | 7.0% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $24.4M | 6.8% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $19.5M | 5.5% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 219,921 | $19.4M | 5.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 100,146 | $14.9M | 4.2% | +10,000+11.1% | Added | History |
| FAFFirst American Financial Corp | Stock | 134,350 | $8.20M | 2.3% | +10,000+8.0% | Added | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 134,500 | $7.14M | 2.0% | +10,000+8.0% | Added | – |
| LMNDLemonade, Inc. | Stock | 245,000 | $4.02M | 1.1% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 154,143 | $2.41M | 0.7% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.91M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $561.1K | 0.2% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $327.5K | 0.1% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $315.7K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $304.1K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $73.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.