PhiloSmith Capital Corp

CIK

1942361

Location

STAMFORD, CT

Portfolio Value

Small $348,989,710

Diversification

Diversified

Filing Date

Global Rank

#2,858 / 8,232 ▲ 105

Top Industry

Insurance - Property & Casualty 20.1%

3Y Alpha vs SPY

-6.6%

Period ended 2 months ago

Filed May 14, 2026 · 30d

19 quarters · since Sep 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.6%

SPY

+76.5%

Annualised alpha

-6.5%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

+0.4 pts

Top 5

44.0%

+2.0 pts

Top 10

78.0%

+1.1 pts

HHI

709

Diversified+16

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	100.0%	$348,989,710	21

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
BRO	Brown & Brown, Inc.	+30,000	347,450	$22,657,214
RLI	Rli Corp	+20,000	219,792	$12,536,935
AIG	American International Group, Inc.	+20,000	339,500	$25,547,375
AJG	Arthur J. Gallagher & Co.	+10,000	97,725	$21,165,280
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FG	F&G Annuities & Life, Inc.	15,795	$487,274
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $348,989,710 total · as of Mar 31, 2026

All sectors Financial Services

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RGA	Reinsurance Group Of America Inc Financial Services	Held	165,800	0	$33,849,728	+0.3%	9.70%
RNR	Renaissancere Holdings Ltd Financial Services	Held	108,770	0	$32,329,707	+5.7%	9.26%
PRI	Primerica, Inc. Financial Services	Held	118,200	0	$29,606,736	−3.1%	8.48%
AFL	Aflac Inc Financial Services	Held	267,800	0	$29,380,338	−0.5%	8.42%
CB	Chubb Ltd Financial Services	Held	87,000	0	$28,355,909	+4.4%	8.13%
ACGL	Arch Capital Group Ltd. Financial Services	Held	287,570	0	$27,603,843	+0.1%	7.91%
AIG	American International Group, Inc. Financial Services	Added	339,500	+20,000	$25,547,375	−6.5%	7.32%
BRO	Brown & Brown, Inc. Financial Services	Added	347,450	+30,000	$22,657,214	−10.4%	6.49%
AMP	Ameriprise Financial Inc Financial Services	Held	48,850	0	$21,708,940	−9.4%	6.22%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	97,725	+10,000	$21,165,280	−6.8%	6.06%
RJF	Raymond James Financial Inc Financial Services	Held	132,750	0	$19,220,872	−9.8%	5.51%
WRB	Berkley W R Corp Financial Services	Held	260,381	0	$17,258,052	−5.5%	4.95%
RLI	Rli Corp Financial Services	Added	219,792	+20,000	$12,536,935	−1.9%	3.59%
LMND	Lemonade, Inc. Financial Services	Held	173,250	0	$10,859,310	−11.9%	3.11%
FAF	First American Financial Corp Financial Services	Held	133,550	0	$8,051,729	−1.9%	2.31%
FNF	Fidelity National Financial, Inc. Financial Services	Held	133,500	0	$6,191,730	−15.0%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,850	0	$1,426,676	−8.7%	0.41%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	Held	15,000	0	$655,200	−14.5%	0.19%
SAFT	Safety Insurance Group Inc Financial Services	Held	3,700	0	$268,768	−6.8%	0.08%
SIGI	Selective Insurance Group Inc Financial Services	Held	3,000	0	$226,170	−9.9%	0.06%
DGICA	Donegal Group Inc Financial Services	Held	5,192	0	$89,198	−14.0%	0.03%