Philo Smith Capital Corp
- SEC CIK
- 0001942361
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 23
- 0 vs. Q2 2025
- Portfolio value
- $359.8M
- +$280.6K (+0.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRIPrimerica, Inc. | Stock | 118,200 | $32.8M | 9.1% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 165,800 | $31.9M | 8.9% | +10,000+6.4% | Added | History |
| AFLAflac Inc | Stock | 267,800 | $29.9M | 8.3% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 108,770 | $27.6M | 7.7% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 292,450 | $27.4M | 7.6% | +20,000+7.3% | Added | History |
| ACGLArch Capital Group Ltd. | Stock | 287,570 | $26.1M | 7.3% | 00.0% | Unchanged | History |
| AIGAmerican International Group, Inc. | Stock | 319,500 | $25.1M | 7.0% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 87,000 | $24.6M | 6.8% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 77,725 | $24.1M | 6.7% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 48,850 | $24.0M | 6.7% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 132,750 | $22.9M | 6.4% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 260,381 | $20.0M | 5.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 199,792 | $13.0M | 3.6% | 00.0% | Unchanged | History |
| LMNDLemonade, Inc. | Stock | 173,250 | $9.27M | 2.6% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 133,550 | $8.58M | 2.4% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 133,500 | $8.08M | 2.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 4,850 | $1.53M | 0.4% | 00.0% | Unchanged | History |
| Hiscox Ltd.G4593F138 | COM | 80,152 | $1.47M | 0.4% | +661+0.8% | Added | – |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 15,000 | $713.4K | 0.2% | 00.0% | Unchanged | History |
| SAFTSafety Insurance Group Inc | COM | 3,700 | $261.6K | 0.1% | 00.0% | Unchanged | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 7,785 | $243.4K | 0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 3,000 | $243.2K | 0.1% | 00.0% | Unchanged | History |
| DGICADonegal Group Inc | CL A | 5,192 | $100.7K | <0.1% | 00.0% | Unchanged | History |