Philo Smith Capital Corp 13F Holdings

CIK 02822601 · STAMFORD, CT

As of Mar 31, 2023, Philo Smith Capital Corp reported 24 positions worth $270.7M in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
ARCH CAPITAL GROUP LTDACGLFinancial Services391,120$26.5M9.81%
PRIMERICA INCPRIFinancial Services152,700$26.3M9.72%
RENAISSANCERE HOLDINGS LTDRNRFinancial Services120,270$24.1M8.90%
REINSURANCE GROUP OF AMERICA INCRGAFinancial Services164,550$21.8M8.07%
ARTHUR J GALLAGHER & COAJGFinancial Services106,725$20.4M7.54%
AFLAC INCAFLFinancial Services295,800 9.1M7.05%
BROWN & BROWN INCBROFinancial Services325,450 8.7M6.90%
CHUBB LTDCBFinancial Services95,750 8.6M6.87%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services349,000 7.6M6.49%
AMERIPRISE FINANCIAL INCAMPFinancial Services55,700 7.1M6.31%
RAYMOND JAMES FINANCIAL INCRJFFinancial Services151,500 4.1M5.22%
BERKLEY W R CORPWRBFinancial Services219,921 3.7M5.06%
RLI CORPRLIFinancial Services90,146 2.0M4.43%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services114,350$6.4M2.35%
Fidelity Natl Finl IncFNFFinancial Services114,500$4.0M1.48%
GOLDMAN SACHS GROUP INCGSFinancial Services10,000$3.3M1.21%
LEMONADE INCLMNDFinancial Services185,000$2.6M0.97%
HISCOX LTD.——150,076$2.1M0.76%
JPMORGAN CHASE & COJPMFinancial Services9,550 .2M0.46%
SKYWARD SPECIALTY INSURANCE GROUP INCSKWDFinancial Services15,000$328.1K0.12%
SELECTIVE INSURANCE GROUP INCSIGIFinancial Services3,000$286.0K0.11%
SAFETY INSURANCE GROUP INCSAFTFinancial Services3,700$275.7K0.10%
F&G ANNUITIES & LIFE INCFGFinancial Services7,785 41.1K0.05%
DONEGAL GROUP INCDGICAFinancial Services5,192$79.3K0.03%