PROSPECTOR PARTNERS LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, PROSPECTOR PARTNERS LLC maintained a portfolio of 92 distinct positions. Conversely, PROSPECTOR PARTNERS LLC completely exited their position in GLOBE LIFE INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
92
Quarter
2025 Q4
Top Holding
XOM (12.0%)
Top 10 Concentration
86.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 92
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
XOM
EXXON MOBIL COR...
Energy 11.97% 1.67% #1 18
Prev: #19
5.0 -77,240 -62.4%
P
S
46,459 $5,590,876 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 10.38% 1.59% #2 24
Prev: #26
4.3 -32,551 -60.5%
P
S
21,290 $4,848,159 1999 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 10.03% 1.22% #3 33
Prev: #36
4.2 -9,950 -50.7%
P
S
9,685 $4,683,860 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 9.69% 3.89% #4 3
Prev: #1
4.1 -55,810 -86.1%
P
S
9,000 $4,523,850 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PJT
PJT PARTNERS IN...
Financial Services 9.60% 1.15% #5 34
Prev: #39
4.0 -27,156 -50.3%
P
S
26,800 $4,480,960 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 9.10% 0.89% #6 41
Prev: #47
3.8 -21,568 -48.2%
P
S
23,160 $4,247,544 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 7.99% 1.41% #7 25
Prev: #32
3.4 -18,291 -62.8%
P
S
10,849 $3,733,141 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
AGNICO EAGLE MI...
Basic Materials 7.66% 0.79% #8 45
Prev: #53
3.2 -17,983 -46.0%
P
S
21,100 $3,577,083 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 6.19% 1.97% #9 5
Prev: #14
2.7 -58,716 -86.4%
P
S
9,240 $2,892,120 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRI
PRIMERICA INC
Financial Services 4.01% 2.31% #10 1
Prev: #9
1.9 -62,429 -89.6%
P
S
7,245 $1,871,818 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CBOE
CBOE GLOBAL MKT...
Financial Services 3.10% 1.51% #11 17
Prev: #28
1.5 -45,835 -88.8%
P
S
5,775 $1,449,525 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CCBG
CAPITAL CITY BK...
Financial Services 2.23% 0.16% #12 66
Prev: #78
1.0 -8,175 -25.0%
P
S
24,510 $1,043,391 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WTM
WHITE MTNS INS ...
Financial Services 2.18% 0.76% #13 42
Prev: #55
1.1 -3,293 -87.0%
P
S
490 $1,018,235 2001 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABCB
AMERIS BANCORP
Financial Services 2.11% 2.07% #14 1
Prev: #13
1.1 -222,652 -94.4%
P
S
13,281 $986,380 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 2.03% 3.16% #15 12
Prev: #3
1.1 -269,746 -95.8%
P
S
11,876 $946,517 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AJG
GALLAGHER ARTHU...
Financial Services 1.73% 1.66% #16 4
Prev: #20
1.0 -41,844 -93.1%
P
S
3,120 $807,425 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GL
GLOBE LIFE INC
Financial Services 0.00% 3.40%
Sold All 😨
(Was: #2)
0.3 -198,742 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNC
PNC FINL SVCS G...
Financial Services 0.00% 3.04%
Sold All 😨
(Was: #4)
0.3 -126,681 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Industrials 0.00% 2.77%
Sold All 😨
(Was: #5)
0.3 -62,046 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSB
SOUTHSTATE BK C...
Financial Services 0.00% 2.56%
Sold All 😨
(Was: #6)
0.3 -216,967 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LFUS
LITTELFUSE INC
Technology 0.00% 2.53%
Sold All 😨
(Was: #7)
0.3 -81,670 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EG
EVEREST GROUP L...
Financial Services 0.00% 2.50%
Sold All 😨
(Was: #8)
0.3 -59,814 -100.0%
CLOSED
$— 2000 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CACI
CACI INTL INC
Technology 0.00% 2.27%
Sold All 😨
(Was: #10)
0.3 -38,144 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PB
PROSPERITY BANC...
Financial Services 0.00% 2.23%
Sold All 😨
(Was: #11)
0.3 -281,703 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 0.00% 2.13%
Sold All 😨
(Was: #12)
0.3 -133,334 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FNB
F N B CORP
Financial Services 0.00% 1.96%
Sold All 😨
(Was: #15)
0.3 -1,015,935 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CARR
CARRIER GLOBAL ...
Industrials 0.00% 1.76%
Sold All 😨
(Was: #16)
0.3 -247,005 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRMB
TRIMBLE INC
Technology 0.00% 1.74%
Sold All 😨
(Was: #17)
0.3 -178,772 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JOE
ST JOE CO
Real Estate 0.00% 1.74%
Sold All 😨
(Was: #18)
0.3 -294,317 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 1.65%
Sold All 😨
(Was: #21)
0.3 -74,542 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PPG
PPG INDS INC
Basic Materials 0.00% 1.64%
Sold All 😨
(Was: #22)
0.3 -130,717 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PNR
PENTAIR PLC
Industrials 0.00% 1.61%
Sold All 😨
(Was: #23)
0.3 -121,871 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP
Financial Services 0.00% 1.59%
Sold All 😨
(Was: #24)
0.3 -171,290 -100.0%
CLOSED
$— 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TER
TERADYNE INC
Technology 0.00% 1.59%
Sold All 😨
(Was: #25)
0.3 -96,631 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.00% 1.58%
Sold All 😨
(Was: #27)
0.3 -157,282 -100.0%
CLOSED
$— 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPLT
ABRDN PLATINUM ...
ETF 0.00% 1.50%
Sold All 😨
(Was: #29)
0.3 -87,755 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HHH
HOWARD HUGHES H...
Real Estate 0.00% 1.49%
Sold All 😨
(Was: #30)
0.3 -151,573 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DRI
DARDEN RESTAURA...
Consumer Cyclical 0.00% 1.44%
Sold All 😨
(Was: #31)
0.3 -63,478 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CW
CURTISS WRIGHT ...
Industrials 0.00% 1.30%
Sold All 😨
(Was: #33)
0.3 -20,034 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 1.24%
Sold All 😨
(Was: #34)
0.3 -157,614 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 1.22%
Sold All 😨
(Was: #35)
0.3 -34,308 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Industrials 0.00% 1.20%
Sold All 😨
(Was: #37)
0.3 -47,529 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.00% 1.17%
Sold All 😨
(Was: #38)
0.3 -122,018 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CI
THE CIGNA GROUP
Healthcare 0.00% 1.14%
Sold All 😨
(Was: #40)
0.3 -33,072 -100.0%
CLOSED
$— 2001 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KVUE
KENVUE INC
Consumer Defensive 0.00% 1.12%
Sold All 😨
(Was: #41)
0.3 -575,738 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 1.10%
Sold All 😨
(Was: #42)
0.3 -105,233 -100.0%
CLOSED
$— 2003 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KEY
KEYCORP
Financial Services 0.00% 1.08%
Sold All 😨
(Was: #43)
0.3 -483,786 -100.0%
CLOSED
$— 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TXRH
TEXAS ROADHOUSE...
Consumer Cyclical 0.00% 1.02%
Sold All 😨
(Was: #44)
0.3 -51,589 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMPL
SIMPLY GOOD FOO...
Consumer Defensive 0.00% 0.99%
Sold All 😨
(Was: #45)
0.3 -333,818 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLB
SCHLUMBERGER LT...
Energy 0.00% 0.97%
Sold All 😨
(Was: #46)
0.3 -235,326 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDLZ
MONDELEZ INTL I...
Consumer Defensive 0.00% 0.89%
Sold All 😨
(Was: #48)
0.3 -119,406 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Basic Materials 0.00% 0.82%
Sold All 😨
(Was: #49)
0.3 -81,325 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SU
SUNCOR ENERGY I...
Energy 0.00% 0.82%
Sold All 😨
(Was: #50)
0.3 -163,246 -100.0%
CLOSED
$— 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MKTX
MARKETAXESS HLD...
Financial Services 0.00% 0.79%
Sold All 😨
(Was: #51)
0.3 -37,965 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.79%
Sold All 😨
(Was: #52)
0.3 -65,988 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PR
PERMIAN RESOURC...
Energy 0.00% 0.78%
Sold All 😨
(Was: #54)
0.3 -509,193 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
Financial Services 0.00% 0.69%
Sold All 😨
(Was: #56)
0.3 -56,763 -100.0%
CLOSED
$— 2002 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FAF
FIRST AMERN FIN...
Financial Services 0.00% 0.69%
Sold All 😨
(Was: #57)
0.3 -89,644 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VVX
V2X INC
Industrials 0.00% 0.66%
Sold All 😨
(Was: #58)
0.3 -94,708 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 0.00% 0.62%
Sold All 😨
(Was: #59)
0.3 -25,425 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
PUT
PUT Option 0.00% 0.59%
Sold All 😨
(Was: #60)
0.3 -48,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTB
BANK OF NT BUTT...
Financial Services 0.00% 0.56%
Sold All 😨
(Was: #61)
0.3 -108,575 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOLX
HOLOGIC INC
Healthcare 0.00% 0.53%
Sold All 😨
(Was: #62)
0.3 -65,853 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OPCH
OPTION CARE HEA...
Healthcare 0.00% 0.50%
Sold All 😨
(Was: #63)
0.3 -150,440 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYX
PAYCHEX INC
Technology 0.00% 0.49%
Sold All 😨
(Was: #64)
0.3 -32,557 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
Financial Services 0.00% 0.45%
Sold All 😨
(Was: #65)
0.3 -78,700 -100.0%
CLOSED
$— 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Consumer Cyclical 0.00% 0.44%
Sold All 😨
(Was: #66)
0.3 -40,899 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOMD
NOMAD FOODS LTD
Consumer Defensive 0.00% 0.38%
Sold All 😨
(Was: #67)
0.3 -243,085 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXTA
AXALTA COATING ...
Basic Materials 0.00% 0.36%
Sold All 😨
(Was: #68)
0.3 -104,799 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DVN
DEVON ENERGY CO...
Energy 0.00% 0.34%
Sold All 😨
(Was: #69)
0.3 -81,929 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBE
CUBESMART
Real Estate 0.00% 0.33%
Sold All 😨
(Was: #70)
0.3 -68,374 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NBBK
NB BANCORP INC
Financial Services 0.00% 0.32%
Sold All 😨
(Was: #71)
0.3 -150,862 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PFE
PFIZER INC
Healthcare 0.00% 0.30%
Sold All 😨
(Was: #72)
0.3 -97,307 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
HALOZYME THERAP...
Bond/Debt 0.00% 0.20%
Sold All 😨
(Was: #73)
0.3 -1,200,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
CALL
CALL Option 0.00% 0.18%
Sold All 😨
(Was: #74)
0.3 -31,500 -100.0%
CLOSED
$— 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.00% 0.18%
Sold All 😨
(Was: #75)
0.3 -6,226 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DROPBOX INC
Bond/Debt 0.00% 0.17%
Sold All 😨
(Was: #76)
0.3 -1,400,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALARM COM HLDGS...
Bond/Debt 0.00% 0.17%
Sold All 😨
(Was: #77)
0.3 -1,500,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AKAMAI TECHNOLO...
Bond/Debt 0.00% 0.16%
Sold All 😨
(Was: #79)
0.3 -1,400,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SPFI
SOUTH PLAINS FI...
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #80)
0.3 -33,340 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 0.00% 0.14%
Sold All 😨
(Was: #81)
0.3 -7,427 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
PARSONS CORP DE...
Bond/Debt 0.00% 0.14%
Sold All 😨
(Was: #82)
0.3 -1,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ON SEMICONDUCTO...
Bond/Debt 0.00% 0.12%
Sold All 😨
(Was: #83)
0.3 -1,100,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
VERINT SYSTEMS ...
Bond/Debt 0.00% 0.12%
Sold All 😨
(Was: #84)
0.3 -1,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BIOMARIN PHARMA...
Bond/Debt 0.00% 0.11%
Sold All 😨
(Was: #85)
0.3 -1,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
HG
HAMILTON INSURA...
Financial Services 0.00% 0.11%
Sold All 😨
(Was: #86)
0.3 -37,300 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BFST
BUSINESS FIRST ...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #87)
0.3 -35,600 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HMN
HORACE MANN EDU...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #88)
0.3 -18,220 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSBK
TIMBERLAND BANC...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #89)
0.3 -18,672 -100.0%
CLOSED
$— 1999 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #90)
0.3 -6,877 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FCPT
FOUR CORNERS PP...
Real Estate 0.00% 0.06%
Sold All 😨
(Was: #91)
0.3 -19,201 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ON SEMICONDUCTO...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #92)
0.3 -200,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 92 holdings

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