Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 21, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 23
- 0 vs. Q4 2024
- Portfolio value
- $363.6M
- +$10.7M (+3.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BROBrown & Brown, Inc. | Stock | 272,450 | $33.9M | 9.3% | −20,000−6.8% | Reduced | History |
| PRIPrimerica, Inc. | Stock | 118,200 | $33.6M | 9.3% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 267,800 | $29.8M | 8.2% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 145,800 | $28.7M | 7.9% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 319,500 | $27.8M | 7.6% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 77,725 | $26.8M | 7.4% | −20,000−20.5% | Reduced | History |
| CBChubb Ltd | Stock | 87,000 | $26.3M | 7.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 108,770 | $26.1M | 7.2% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 267,570 | $25.7M | 7.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 48,850 | $23.6M | 6.5% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 290,381 | $20.7M | 5.7% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 132,750 | $18.4M | 5.1% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 179,792 | $14.4M | 4.0% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| FAFFirst American Financial Corp | Stock | 133,550 | $8.76M | 2.4% | 00.0% | Unchanged | History |
| Fidelity Natl Finl Inc31620R105 | CL A | 133,500 | $8.69M | 2.4% | 00.0% | Unchanged | – |
| LMNDLemonade, Inc. | Stock | 193,250 | $6.07M | 1.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 4,850 | $1.19M | 0.3% | 00.0% | Unchanged | History |
| HISCOX plc4593F1389 | COM | 78,088 | $1.19M | 0.3% | 00.0% | Unchanged | – |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $793.8K | 0.2% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $291.9K | 0.1% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $280.6K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $274.6K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $101.9K | <0.1% | 00.0% | Unchanged | History |