Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 10, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 23
- 0 vs. Q2 2024
- Portfolio value
- $395.6M
- +$40.2M (+11.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RGAReinsurance Group of America Inc | COM NEW | 164,550 | $35.9M | 9.1% | 00.0% | Unchanged | History |
| PRIPrimerica, Inc. | Stock | 132,700 | $35.2M | 8.9% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 325,450 | $33.7M | 8.5% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 300,120 | $33.6M | 8.5% | −20,000−6.2% | Reduced | History |
| AFLAflac Inc | Stock | 295,800 | $33.1M | 8.4% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 120,270 | $32.8M | 8.3% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 106,725 | $30.0M | 7.6% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 95,750 | $27.6M | 7.0% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 55,700 | $26.2M | 6.6% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 349,000 | $25.6M | 6.5% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 329,881 | $18.7M | 4.7% | +109,960+50.0% | Added | History |
| RJFRaymond James Financial Inc | COM | 151,500 | $18.6M | 4.7% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 100,146 | $15.5M | 3.9% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 149,350 | $9.86M | 2.5% | +15,000+11.2% | Added | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 149,500 | $9.28M | 2.3% | +15,000+11.2% | Added | – |
| LMNDLemonade, Inc. | Stock | 245,000 | $4.04M | 1.0% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 158,088 | $2.43M | 0.6% | +1,330+0.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 9,550 | $2.01M | 0.5% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $611.0K | 0.2% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $348.1K | 0.1% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $302.6K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $279.9K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $76.5K | <0.1% | 00.0% | Unchanged | History |