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| PhiloSmith Capital Corporation
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|---|---|
| CRD # | 162082 |
| SEC # | 801-76154 |
| CIK # | 0001701057, 0001942361 |
| AUM | $315.9 MM (2024-01-30) |
| Employees | 10 (60% Investors, 50% Brokers) |
| Phone | 203-348-7365 |
| Address | Six Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001701057 0001942361 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Reinsurance Group of America Inc | 7.8 | 0.0 | |
| Arch Capital Group Ltd | 16.8 | 0.0 | |
| Primerica Inc | 4.6 | 0.0 | |
| Brown & Brown Inc | 16.3 | 0.0 | |
| Gallagher Arthur J & Co | 34.3 | 0.0 | |
| Renaissancere Holdings Ltd | 6.9 | 0.0 | |
| Aflac Inc | 36.0 | 0.0 | |
| American International Group Inc | 44.6 | 0.0 | |
| Ace Ltd | 82.4 | 0.0 | |
| Ameriprise Financial Inc | 26.8 | 0.0 | |
| Raymond James Financial Inc | 19.9 | 0.0 | |
| Berkley W R Corp | 18.3 | 0.0 | |
| RLI Corp | 5.3 | 0.0 | |
| First American Financial Corp | 5.6 | 0.0 | |
| Fidelity National Financial Inc | 10.3 | 0.0 | |
| Lemonade Inc | 1.2 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Skyward Specialty Insurance Group Inc | 0.0 | ||
| F&G Annuities & Life Inc | 0.0 | ||
| Selective Insurance Group Inc | 5.1 | 0.0 | |
| Safety Insurance Group Inc | 1.4 | 0.0 | |
| Donegal Group Inc | 0.5 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 251.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 64.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 315.9 |
| By Discretionary | ||
| Discretionary | 11 | 64.1 |
| Non-Discretionary | 2 | 251.8 |
| Total | 13 | 315.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.9 | |
| United States Persons | 302.0 | |
| Total | 13 | 315.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001701057] | |
| 13F-HR | [0001942361] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
H L Ormond & Company LLC
✚
|
NC | 0.3 |
|
Navigoe LLC
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|
CA | 0.3 |
|
Keyes Stange & Wooten Wealth Management LLC
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FL | 0.3 |
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Familywealth Advisers LLC
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|
FL | 0.3 |
|
River Street Advisors LLC
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IL | 0.3 |
|
Snider Retirement Strategies Inc
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WA | 0.3 |
|
MPWM Advisory Solutions LLC
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GA | 0.3 |
|
Lifesteps Financial Inc
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|
CA | 0.3 |
|
The Karras Company Inc
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|
UT | 0.3 |
|
LPWM LLC
✚
|
MN | 0.3 |