Q2 2020 Holdings
Filed 2020-08-07 | 15 holdings | $3.8M | 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 | $3.7M | 215,640 | 97.4% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $14.2K | 29,000 | 0.4% |
| American Finl Group Inc Ohio(AFG) | COM | 025932104 | $12.1K | 190,701 | 0.3% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $11.6K | 404,330 | 0.3% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $11.5K | 67,156 | 0.3% |
| Markel Corp(MKL) | COM | 570535104 | $10.8K | 11,750 | 0.3% |
| Argo Group Intl Hldgs LTD | COM | G0464B107 | $10.4K | 299,674 | 0.3% |
| James RIV Group LTD(JRVR) | COM | G5005R107 | $7.8K | 172,881 | 0.2% |
| Berkley W R Corp(WRB) | COM | 084423102 | $7.4K | 130,000 | 0.2% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $6.0K | 75,000 | 0.2% |
| RLI Corp(RLI) | COM | 749607107 | $4.8K | 58,400 | 0.1% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $2.1K | 20,000 | 0.1% |
| Intl Gnrl Insurance Hldngs L(IGIC) | SHS | G4809J106 | $1.3K | 182,347 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $764 | 5,000 | 0.0% |
| Employers Holdings Inc(EIG) | COM | 292218104 | $224 | 7,434 | 0.0% |