PhiloSmith Capital Corp

STAMFORD, CT · CIK 1942361 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2012 · corporation

Assets managed$380.5m
Staff9 · 6 in investment roles
Main clients (by assets)Insurers 90%, Private funds 10%
Private funds1 (1 hedge) · $39.2m gross assets
Websitephilosmith.com
Form ADV · 2026-03-26SEC adviser record

Kindhedge funds, institutions
Others nearbyStamford, CT

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20252
Median salary offered$90,000
Middle half$90,000 – $90,000
Job titles1

Job title	Filings	Median	Range
AnalystStamford, CT	2	$90,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: PhiloSmith Capital Corporation.

$368.2m reported value +5.0% vs Q1 2026

23positions

77.5%in top 10

1 new 1 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	164,900	$35.1m9.52%	9.52%	Reduced -900	-900 -0.5%
2	RENAISSANCERE HLDGS LTD COM RNR	RNR	108,170	$34.3m9.31%	9.31%	Reduced -600	-600 -0.6%
3	PRIMERICA INC COM PRI	PRI	117,600	$33.4m9.08%	9.08%	Reduced -600	-600 -0.5%
4	AFLAC INC COM AFL	AFL	266,500	$31.2m8.49%	8.49%	Reduced -1.3k	-1,300 -0.5%
5	CHUBB LIMITED COM CB	CB	86,600	$29.5m8.01%	8.01%	Reduced -400	-400 -0.5%
6	ARCH CAP GROUP LTD ORD ACGL	ACGL	286,070	$27.8m7.54%	7.54%	Reduced -1.5k	-1,500 -0.5%
7	AMERICAN INTL GROUP INC COM NEW AIG	AIG	338,000	$25.2m6.84%	6.84%	Reduced -1.5k	-1,500 -0.4%
8	BROWN & BROWN INC COM BRO	BRO	376,250	$24.1m6.56%	6.56%	Added +28.8k	+28,800 8.3%
9	GALLAGHER ARTHUR J & CO COM AJG	AJG	97,425	$22.4m6.07%	6.07%	Reduced -300	-300 -0.3%
10	AMERIPRISE FINL INC COM AMP	AMP	48,650	$22.3m6.06%	6.06%	Reduced -200	-200 -0.4%
11	RAYMOND JAMES FINL INC COM RJF	RJF	131,950	$20.1m5.45%	5.45%	Reduced -800	-800 -0.6%
12	BERKLEY W R CORP COM WRB	WRB	259,381	$18.3m4.97%	4.97%	Reduced -1.0k	-1,000 -0.4%
13	RLI CORP COM RLI	RLI	218,992	$12.9m3.51%	3.51%	Reduced -800	-800 -0.4%
14	LEMONADE INC COM LMND	LMND	172,550	$11.2m3.05%	3.05%	Reduced -700	-700 -0.4%
15	FIRST AMERN FINL CORP COM FAF	FAF	133,050	$9.1m2.48%	2.48%	Reduced -500	-500 -0.4%
16	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	133,000	$6.3m1.70%	1.70%	Reduced -500	-500 -0.4%
17	HISCOX LTD. COM HCXLF	HCXLF	77,308	$1.9m0.51%	0.51%	Reduced -2.8k	-2,844 -3.5%
18	JPMORGAN CHASE & CO COM JPM	JPM	4,650	$1.5m0.41%	0.41%	Reduced -200	-200 -4.1%
19	SKYWARD SPECIALTY INS GROUP COM SKWD	SKWD	15,000	$875.2k0.24%	0.24%	Unchanged
20	SELECTIVE INS GROUP INC COM SIGI	SIGI	3,000	$291.0k0.08%	0.08%	Unchanged
21	SAFETY INS GROUP INC COM SAFT	SAFT	3,700	$277.0k0.08%	0.08%	Unchanged
22	DONEGAL GROUP INC CL A DGICA	DGICA	5,192	$97.9k0.03%	0.03%	Unchanged
23	AXIS CAP HLDGS LTD SHS AXS	AXS	50	$5.4k0.00%	0.00%	New