Fund HoldingsPhiloSmith Capital Corp

Total Portfolio Value
$395.55M
Total Bought
$6.82M
Total Sold
$1.28M
Net Transaction
+$5.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AFLAC INCORPORATED(AFL)295,800295,800026,41833,0708.36%+6,653
RENAISSANCERE HOLDINGS(RNR)120,270120,270026,88232,7628.28%+5,880
BROWN & BROWN, INC.(BRO)325,450325,450029,09833,7178.52%+4,618
PRIMERICA(PRI)132,700132,700031,39435,1858.90%+3,791
CHUBB LIMITED
COM
95,75095,750024,42427,6136.98%+3,189
FIDELITY NATIONAL FINANCIAL IN134,500149,500+15,0006,6479,2782.35%+2,631
FIRST AMERICAN FINANCIAL(FAF)134,350149,350+15,0007,2489,8592.49%+2,610
AMERIPRISE FINANCIAL, INC.(AMP)55,70055,700023,79426,1686.62%+2,374
GALLAGHER, ARTHUR J.& CO.(AJG)106,725106,725027,67530,0297.59%+2,354
REINSURANCE GROUP AMERICA(RGA)164,550164,550033,77735,8519.06%+2,073
BERKLEY W.R. CORP.219,921329,881+109,96017,28118,7144.73%+1,433
RLI CORP.(RLI)100,146100,146014,09015,5213.92%+1,431
ARCH CAPITAL GROUP LTD.
ORD
320,120300,120-20,00032,29733,5778.49%+1,281
HISCOX LTD.156,758158,088+1,3302,2792,4250.61%+146
J P MORGAN & CO(JPM)9,5509,55001,9322,0140.51%+82
SKYWARD SPECIALTY INSURANCE GR(SKWD)15,00015,00005436110.15%+68
F&G ANNUITIES & LIFE, INC.(FG)7,7857,78502963480.09%+52
SAFETY INSURANCE GROUP(SAFT)3,7003,70002783030.08%+25
DONEGAL GROUP, INC. A5,1925,192067770.02%+10
SELECTIVE INSURANCE GROUP(SIGI)3,0003,00002812800.07%-2
LEMONADE, INC.(LMND)245,000245,00004,0434,0401.02%-2
RAYMOND JAMES FINANCIAL(RJF)151,500151,500018,72718,5534.69%-174
AMERICAN INTERNATIONAL GR.349,000349,000025,91025,5576.46%-352
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