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PhiloSmith Capital Corp

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13F filer, CIK 1942361, STAMFORD, CT

PhiloSmith Capital Corp reported $363,575,313 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-21. Its ten largest share positions make up 77.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001942361-25-000002

Period
2025-03-31
Reported value
$364M
Holdings
23
Top 10 weight
77.67%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RLIadded+89,896$7.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AJGreduced-20,000-$6.9M
BROreduced-20,000-$2.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001942361-25-000002, largest first. % of portfolio is the value over $363,575,313, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,450 shares; 2024Q4: 292,450 shares; 2025Q1: 272,450 shares 272,450$33.9M9.32%-20,000Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,700 shares; 2024Q4: 118,200 shares; 2025Q1: 118,200 shares 118,200$33.6M9.25%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,800 shares; 2024Q4: 267,800 shares; 2025Q1: 267,800 shares 267,800$29.8M8.19%0Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,550 shares; 2024Q4: 145,800 shares; 2025Q1: 145,800 shares 145,800$28.7M7.9%0Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,000 shares; 2024Q4: 319,500 shares; 2025Q1: 319,500 shares 319,500$27.8M7.64%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,725 shares; 2024Q4: 97,725 shares; 2025Q1: 77,725 shares 77,725$26.8M7.38%-20,000Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,750 shares; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares 87,000$26.3M7.23%0Timeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,270 shares; 2024Q4: 108,770 shares; 2025Q1: 108,770 shares 108,770$26.1M7.18%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,120 shares; 2024Q4: 267,570 shares; 2025Q1: 267,570 shares 267,570$25.7M7.08%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,700 shares; 2024Q4: 48,850 shares; 2025Q1: 48,850 shares 48,850$23.6M6.5%0Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,881 shares; 2024Q4: 290,381 shares; 2025Q1: 290,381 shares 290,381$20.7M5.68%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,500 shares; 2024Q4: 132,750 shares; 2025Q1: 132,750 shares 132,750$18.4M5.07%0Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,146 shares; 2024Q4: 89,896 shares; 2025Q1: 179,792 shares 179,792$14.4M3.97%+89,896Timeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,350 shares; 2024Q4: 133,550 shares; 2025Q1: 133,550 shares 133,550$8.76M2.41%0Timeline
FIDELITY NATIONAL FINANCIALFIDELITY NATIONAL FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,500 shares; 2024Q4: 133,500 shares; 2025Q1: 133,500 shares 133,500$8.69M2.39%0
LMNDLEMONADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 193,250 shares; 2025Q1: 193,250 shares 193,250$6.07M1.67%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares 4,850$1.19M0.33%0Timeline
HISCOX LTD.HISCOX LTD.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,088 shares; 2024Q4: 78,088 shares; 2025Q1: 78,088 shares 78,088$1.19M0.33%0
SKWDSKYWARD SPECIALTY INS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000$794K0.22%0Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares 3,700$292K0.08%0Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,785 shares; 2025Q1: 7,785 shares 7,785$281K0.08%0Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000$275K0.08%0Timeline
DGICADONEGAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,192 shares; 2025Q1: 5,192 shares 5,192$102K0.03%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001942361-25-000002 base2025-04-21acceptance time not in the bulk data set