Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 16, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 23
- 0 vs. Q1 2024
- Portfolio value
- $355.4M
- −$1.39M (−0.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $33.8M | 9.5% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 320,120 | $32.3M | 9.1% | 00.0% | Unchanged | History |
| PRIPrimerica, Inc. | Stock | 132,700 | $31.4M | 8.8% | +10,000+8.1% | Added | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $29.1M | 8.2% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $27.7M | 7.8% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $26.9M | 7.6% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 295,800 | $26.4M | 7.4% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $25.9M | 7.3% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $24.4M | 6.9% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $23.8M | 6.7% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $18.7M | 5.3% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 219,921 | $17.3M | 4.9% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 100,146 | $14.1M | 4.0% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 134,350 | $7.25M | 2.0% | 00.0% | Unchanged | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 134,500 | $6.65M | 1.9% | 00.0% | Unchanged | – |
| LMNDLemonade, Inc. | Stock | 245,000 | $4.04M | 1.1% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 156,758 | $2.28M | 0.6% | +2,615+1.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $1.93M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $542.7K | 0.2% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $296.2K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $281.5K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $277.6K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $66.9K | <0.1% | 00.0% | Unchanged | History |