Q4 2019 Holdings
Filed 2020-02-12 | 21 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BRP Group Inc(BWIN) | COM CL A | 05589G102 | $2.4M | 147,200 | 97.7% |
| James RIV Group LTD(JRVR) | COM | G5005R107 | $8.4K | 204,664 | 0.3% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $7.4K | 37,500 | 0.3% |
| Argo Group Intl Hldgs LTD | COM | G0464B107 | $6.0K | 90,699 | 0.2% |
| Kemper Corp del(KMPR) | COM | 488401100 | $5.6K | 72,729 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $5.0K | 4,378 | 0.2% |
| Berkley W R Corp(WRB) | COM | 084423102 | $3.3K | 47,540 | 0.1% |
| Third PT Reins LTD | COM | G8827U100 | $3.2K | 300,213 | 0.1% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $3.0K | 3,700 | 0.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $2.3K | 45,000 | 0.1% |
| Assurant Inc(AIZ) | COM | 04621X108 | $2.3K | 17,500 | 0.1% |
| Willis Towers Watson PUB LTD(WTW) | SHS | G96629103 | $2.0K | 10,000 | 0.1% |
| Chubb Limited(CB) | COM | H1467J104 | $1.9K | 12,500 | 0.1% |
| Allstate Corp(ALL) | COM | 020002101 | $1.1K | 10,000 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.1K | 15,000 | 0.0% |
| Athene Hldg LTD | CL A | G0684D107 | $941 | 20,000 | 0.0% |
| Greenlight Capital RE LTD(GLRE) | CLASS A | G4095J109 | $851 | 84,205 | 0.0% |
| HCI Group Inc(HCI) | COM | 40416E103 | $646 | 14,158 | 0.0% |
| Lincoln Natl Corp IND(LNC) | COM | 534187109 | $590 | 10,000 | 0.0% |
| Tiberius Acquisition Corp | COM | 88633A107 | $542 | 51,658 | 0.0% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $429 | 10,000 | 0.0% |