Fund HoldingsPhiloSmith Capital Corp

Total Portfolio Value
$352.91M
Total Bought
$0
Total Sold
$53.01M
Net Transaction
-$53.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LEMONADE, INC.(LMND)245,000193,250-51,7504,0407,0882.01%+3,048
RAYMOND JAMES FINANCIAL(RJF)151,500132,750-18,75018,55320,6205.84%+2,067
SKYWARD SPECIALTY INSURANCE GR(SKWD)15,00015,00006117580.21%+147
DONEGAL GROUP, INC. A5,1925,192077800.02%+4
SAFETY INSURANCE GROUP(SAFT)3,7003,70003033050.09%+2
SELECTIVE INSURANCE GROUP(SIGI)3,0003,00002802810.08%+1
F&G ANNUITIES & LIFE, INC.(FG)7,7857,78503483230.09%-26
AMERIPRISE FINANCIAL, INC.(AMP)55,70048,850-6,85026,16826,0097.37%-159
RLI CORP.(RLI)100,14689,896-10,25015,52114,8184.20%-703
J P MORGAN & CO(JPM)9,5504,850-4,7002,0141,1630.33%-851
HISCOX LTD.158,08878,088-80,0002,4251,0580.30%-1,367
FIRST AMERICAN FINANCIAL(FAF)149,350133,550-15,8009,8598,3392.36%-1,520
BERKLEY W.R. CORP.329,881290,381-39,50018,71416,9934.82%-1,721
FIDELITY NATIONAL FINANCIAL IN149,500133,500-16,0009,2787,4952.12%-1,783
GALLAGHER, ARTHUR J.& CO.(AJG)106,72597,725-9,00030,02927,7397.86%-2,290
AMERICAN INTERNATIONAL GR.349,000319,500-29,50025,55723,2606.59%-2,298
PRIMERICA(PRI)132,700118,200-14,50035,18532,0829.09%-3,104
CHUBB LIMITED
COM
95,75087,000-8,75027,61324,0386.81%-3,575
BROWN & BROWN, INC.(BRO)325,450292,450-33,00033,71729,8368.45%-3,881
REINSURANCE GROUP AMERICA(RGA)164,550145,800-18,75035,85131,1478.83%-4,703
AFLAC INCORPORATED(AFL)295,800267,800-28,00033,07027,7017.85%-5,369
RENAISSANCERE HOLDINGS(RNR)120,270108,770-11,50032,76227,0637.67%-5,698
ARCH CAPITAL GROUP LTD.
ORD
300,120267,570-32,55033,57724,7107.00%-8,867
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