PhiloSmith Capital Corp — 13F holdings

PhiloSmith Capital Corp reported 60 holdings worth $362M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. RGA REINSURANCE GRP OF AMERICA I — $36.9M (10.2%)
2. RNR RENAISSANCERE HLDGS LTD — $34.4M (9.5%)
3. PRI PRIMERICA INC — $32.0M (8.9%)
4. AFL AFLAC INC — $28.7M (7.9%)
5. CB CHUBB LIMITED — $28.2M (7.8%)
6. ACGL ARCH CAP GROUP LTD — $26.4M (7.3%)
7. AIG AMERICAN INTL GROUP INC — $25.2M (7.0%)
8. BRO Brown & brown inc — $24.7M (6.8%)
9. AMP AMERIPRISE FINL INC — $24.0M (6.6%)
10. AJG GALLAGHER ARTHUR J & CO — $22.2M (6.1%)