Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PhiloSmith Capital Corp (CIK 1942361) reported $350.6M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RGA ($33.8M, 9.66%), RNR ($32.3M, 9.22%), PRI ($29.6M, 8.44%), AFL ($29.4M, 8.38%), CB ($28.4M, 8.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RGA | REINSURANCE GROUP AMERICA | $33.8M | 9.66% | 165,800 | Hold |
| 2 | RNR | RENAISSANCERE HOLDINGS | $32.3M | 9.22% | 108,770 | Hold |
| 3 | PRI | PRIMERICA | $29.6M | 8.44% | 118,200 | Hold |
| 4 | AFL | AFLAC INCORPORATED | $29.4M | 8.38% | 267,800 | Hold |
| 5 | CB | CHUBB LIMITED | $28.4M | 8.09% | 87,000 | Hold |
| 6 | ACGL | ARCH CAPITAL GROUP LTD. | $27.6M | 7.87% | 287,570 | Hold |
| 7 | AIG | AMERICAN INTERNATIONAL GR. | $25.5M | 7.29% | 339,500 | Added |
| 8 | BRO | BROWN & BROWN, INC. | $22.7M | 6.46% | 347,450 | Added |
| 9 | AMP | AMERIPRISE FINANCIAL, INC. | $21.7M | 6.19% | 48,850 | Hold |
| 10 | AJG | GALLAGHER, ARTHUR J.& CO. | $21.2M | 6.04% | 97,725 | Added |
| 11 | RJF | RAYMOND JAMES FINANCIAL | $19.2M | 5.48% | 132,750 | Hold |
| 12 | WRB | BERKLEY W.R. CORP. | $17.3M | 4.92% | 260,381 | Hold |
| 13 | RLI | RLI CORP. | $12.5M | 3.58% | 219,792 | Added |
| 14 | LMND | LEMONADE, INC. | $10.9M | 3.10% | 173,250 | Hold |
| 15 | FAF | FIRST AMERICAN FINANCIAL | $8.1M | 2.30% | 133,550 | Hold |
| 16 | FNF | FIDELITY NATIONAL FINANCIAL IN | $6.2M | 1.77% | 133,500 | Hold |
| 17 | HCXLF | HISCOX LTD. | $1.6M | 0.46% | 80,152 | Hold |
| 18 | JPM | J P MORGAN & CO | $1.4M | 0.41% | 4,850 | Hold |
| 19 | SKWD | SKYWARD SPECIALTY INSURANCE GR | $655,200 | 0.19% | 15,000 | Hold |
| 20 | SAFT | SAFETY INSURANCE GROUP | $268,768 | 0.08% | 3,700 | Hold |
| 21 | SIGI | SELECTIVE INSURANCE GROUP | $226,170 | 0.06% | 3,000 | Hold |
| 22 | DGICA | DONEGAL GROUP, INC. A | $89,199 | 0.03% | 5,192 | Hold |
| 23 | FG | F&G ANNUITIES & LIFE, INC. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31