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Portfolio (Quarterly) Guide ↗

PhiloSmith Capital Corp

· CIK 0001942361
13F Portfolio $364M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SAFT SAFETY INSURANCE GROUP Financial Services 3,700.0 $288K 0.08% NEW $77.91 -7.2%
22 SIGI SELECTIVE INSURANCE GROUP Financial Services 3,000.0 $251K 0.07% NEW $83.67 +7.2%
23 DGICA DONEGAL GROUP, INC. A Financial Services 5,192.0 $104K 0.03% NEW $19.98 -13.0%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%