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§ 13F · FUND PROFILE

PhiloSmith Capital Corp.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $360M (13F)Positions · 61Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1RGAREINSURANCE GROUP AMERICA118K$24M6.8%±0%
2RNRRENAISSANCERE HOLDINGS80K$24M6.8%±0%
3AFLAFLAC INCORPORATED202K$22M6.3%±0%
4PRIPRIMERICA86K$22M6.2%±0%
5CBCHUBB LIMITED65K$21M6.1%±0%
6ACGLARCH CAPITAL GROUP LTD.212K$20M5.8%±0%
7AIGAMERICAN INTERNATIONAL GR.242K$18M5.2%+6%
8RJFRAYMOND JAMES FINANCIAL117K$17M4.8%±0%
9BROBROWN & BROWN, INC.259K$17M4.8%+9%
10AMPAMERIPRISE FINANCIAL, INC.37K$17M4.7%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE PHILOSMITH SIGNAL

AC read

PhiloSmith Capital Corp is a Other fund managing $360 million in assets. The fund runs a portfolio of 61 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
PhiloSmith Capital Corp 13F Holdings & Portfolio Analysis | Acid Capitalist