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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL | $17.0M | 117375 | 26.67% |
| 2 | REINSURANCE GROUP AMERICA | $6.5M | 31600 | 10.12% |
| 3 | RENAISSANCERE HOLDINGS | $5.4M | 18300 | 8.54% |
| 4 | PRIMERICA | $5.0M | 19950 | 7.84% |
| 5 | AMERICAN INTERNATIONAL GR. | $5.0M | 65900 | 7.78% |
| 6 | ARCH CAPITAL GROUP LTD. | $4.4M | 46100 | 6.94% |
| 7 | BROWN & BROWN, INC. | $3.7M | 56050 | 5.74% |
| 8 | GALLAGHER, ARTHUR J.& CO. | $3.5M | 16100 | 5.47% |
| 9 | AMERIPRISE FINANCIAL, INC. | $3.3M | 7500 | 5.23% |
| 10 | RLI CORP. | $2.1M | 36200 | 3.24% |
| 11 | LEMONADE, INC. | $1.7M | 27000 | 2.66% |
| 12 | HISCOX LTD. | $1.6M | 80152 | 2.51% |
| 13 | J P MORGAN & CO | $1.4M | 4850 | 2.24% |
| 14 | FIRST AMERICAN FINANCIAL | $1.4M | 22500 | 2.13% |
| 15 | FIDELITY NATIONAL FINANCIAL IN | $1.0M | 21900 | 1.59% |
| 16 | SAFETY INSURANCE GROUP | $269K | 3700 | 0.42% |
| 17 | SELECTIVE INSURANCE GROUP | $226K | 3000 | 0.35% |
| 18 | SKYWARD SPECIALTY INSURANCE GR | $131K | 3000 | 0.21% |
| 19 | DONEGAL GROUP, INC. A | $89K | 5192 | 0.14% |
| 20 | AFLAC INCORPORATED | $44K | 400 | 0.07% |
| 21 | CHUBB LIMITED | $33K | 100 | 0.05% |
| 22 | BERKLEY W.R. CORP. | $29K | 438 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.