Institutions / PhiloSmith Capital Corp

PhiloSmith Capital Corp

CIK 1942361 · Institution · as of Dec 31, 2025
Portfolio value
$363.59M
Positions
23
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Reinsurance Group of America Inc$33.73M165,8009.3%
Renaissancere Holdings Ltd$30.58M108,7708.4%
Primerica, Inc.$30.54M118,2008.4%
Aflac Inc$29.53M267,8008.1%
Arch Capital Group Ltd.$27.58M287,5707.6%
American International Group, Inc.$27.33M319,5007.5%
Chubb Ltd$27.15M87,0007.5%
Brown & Brown, Inc.$25.30M317,4507.0%
Ameriprise Financial Inc$23.95M48,8506.6%
Arthur J. Gallagher & Co.$22.70M87,7256.2%
Raymond James Financial Inc$21.32M132,7505.9%
W. R. Berkley Corporation$18.26M260,3815.0%
Rli Corp$12.78M199,7923.5%
Lemonade, Inc.$12.33M173,2503.4%
First American Financial Corp$8.21M133,5502.3%
Fidelity National Financial Inc$7.29M133,5002.0%
JPMorgan Chase & Co$1.56M4,8500.4%
Hiscox Ltd.$1.54M80,1520.4%
Skyward Specialty Insurance Group, Inc.$766.6K15,0000.2%
F&G Annuities & Life, Inc.FGCommon Stock$487.3K15,7950.1%
Safety Insurance Group Inc$288.3K3,7000.1%
Selective Insurance Group Inc$251.0K3,0000.1%
Donegal Group IncDGICACommon Stock$103.7K5,1920.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.