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PROSPECTOR PARTNERS LLC

Q4 2025 · Filed 2026-02-13
Market Value
$1.1B
+36.6%
Holdings
78
-7
New Purchases
0
Added To
0
Closed
62
Reduced
16
Top 10 Concentration
99.3%
Turnover
79.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CCBG 95.81% 0.17% +95.64% $1.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 0.42% 4.09% -3.67% $5M
GL 0.00% 3.56% -3.56% $0
BRO 0.09% 3.31% -3.23% $947K
PNC 0.00% 3.19% -3.19% $0
ETN 0.00% 2.91% -2.91% $0
LFUS 0.00% 2.65% -2.65% $0
RE 0.00% 2.63% -2.63% $0
CACI 0.00% 2.39% -2.39% $0
PB 0.00% 2.34% -2.34% $0
PRI 0.17% 2.43% -2.25% $2M
ABT 0.00% 2.24% -2.24% $0
ABCB 0.09% 2.17% -2.08% $986K
FNB 0.00% 2.05% -2.05% $0
CARR 0.00% 1.85% -1.85% $0
TRMB 0.00% 1.83% -1.83% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 12 $26M 2.4%
Large Cap 40 $12M 1.1%
Mid Cap 18 $8M 0.8%
Small Cap 8 $1.0B 95.8%

Portfolio Analytics

Avg Market Cap
$238.7B
Median Market Cap
$22.7B
Avg P/E
21.8
Median P/E
20.6
Avg Dividend Yield
0.02%
Avg Beta
0.74
# Stocks
77
# ETFs / Funds
1

Top Holdings (78 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CCBG 95.81% 24,510 $1.0B $42,570.01 $1.0B -8,175 -25.0%
2 XOM 0.51% 46,459 $6M $120.34 -$8M -77,240 -62.4%
3 PGR 0.45% 21,290 $5M $227.72 -$8M -32,551 -60.5%
4 MSFT 0.43% 9,685 $5M $483.62 -$5M -9,950 -50.7%
5 BRK-B 0.42% 9,000 $5M $502.65 -$28M -55,810 -86.1%
6 PJT 0.41% 26,800 $4M $167.20 -$5M -27,156 -50.3%
7 RTX 0.39% 23,160 $4M $183.40 -$3M -21,568 -48.2%
8 HD 0.34% 10,849 $4M $344.10 -$8M -18,291 -62.8%
9 AEM 0.33% 21,100 $4M $169.53 -$3M -17,983 -46.0%
10 GOOGL 0.27% 9,240 $3M $313.00 -$14M -58,716 -86.4%
11 PRI 0.17% 7,245 $2M $258.36 -$17M -62,429 -89.6%
12 0HQN.L 0.13% 5,775 $1M $251.00 -$11M -45,835 -88.8%
13 WTM 0.09% 490 $1M $2,078.03 -$5M -3,293 -87.0%
14 ABCB 0.09% 13,281 $986K $74.27 -$16M -222,652 -94.4%
15 BRO 0.09% 11,876 $947K $79.70 -$25M -269,746 -95.8%
16 AJG 0.07% 3,120 $807K $258.79 -$13M -41,844 -93.1%
17 CL —% -$10M -122,018 -100.0% SOLD
18 CVX —% -$1M -7,427 -100.0% SOLD
19 CUBE —% -$3M -68,374 -100.0% SOLD
20 BAH —% -$7M -65,988 -100.0% SOLD
21 PNR —% -$13M -121,871 -100.0% SOLD
22 DVN —% -$3M -81,929 -100.0% SOLD
23 ETN —% -$23M -62,046 -100.0% SOLD
24 JOE —% -$15M -294,317 -100.0% SOLD
25 KEY —% -$9M -483,786 -100.0% SOLD
26 FCPT —% -$469K -19,201 -100.0% SOLD
27 AXTA —% -$3M -104,799 -100.0% SOLD
28 HMN —% -$823K -18,220 -100.0% SOLD
29 MRK —% -$13M -157,282 -100.0% SOLD
30 NEM —% -$7M -81,325 -100.0% SOLD
31 PAYX —% -$4M -32,557 -100.0% SOLD
32 TRMB —% -$15M -178,772 -100.0% SOLD
33 GOOG —% -$2M -6,226 -100.0% SOLD
34 CACI —% -$19M -38,144 -100.0% SOLD
35 USB —% -$4M -78,700 -100.0% SOLD
36 NBBK —% -$3M -150,862 -100.0% SOLD
37 HON —% -$10M -47,529 -100.0% SOLD
38 PPG —% -$14M -130,717 -100.0% SOLD
39 HHH —% -$12M -151,573 -100.0% SOLD
40 CW —% -$11M -20,034 -100.0% SOLD
41 PNC —% -$25M -126,681 -100.0% SOLD
42 FIS —% -$10M -157,614 -100.0% SOLD
43 TXRH —% -$9M -51,589 -100.0% SOLD
44 TER —% -$13M -96,631 -100.0% SOLD
45 PPLT —% -$13M -87,755 -100.0% SOLD
46 MKTX —% -$7M -37,965 -100.0% SOLD
47 MDLZ —% -$7M -119,406 -100.0% SOLD
48 SPFI —% -$1M -33,340 -100.0% SOLD
49 FAF —% -$6M -89,644 -100.0% SOLD
50 LFUS —% -$21M -81,670 -100.0% SOLD
51 ABT —% -$18M -133,334 -100.0% SOLD
52 ZBRA —% -$10M -34,308 -100.0% SOLD
53 TSBK —% -$621K -18,672 -100.0% SOLD
54 RE —% -$21M -59,814 -100.0% SOLD
55 C —% -$6M -56,763 -100.0% SOLD
56 JNJ —% -$14M -74,542 -100.0% SOLD
57 UNM —% -$13M -171,290 -100.0% SOLD
58 SMPL —% -$8M -333,818 -100.0% SOLD
59 NTB —% -$5M -108,575 -100.0% SOLD
60 PB —% -$19M -281,703 -100.0% SOLD
61 PFE —% -$2M -97,307 -100.0% SOLD
62 GL —% -$28M -198,742 -100.0% SOLD
63 KVUE —% -$9M -575,738 -100.0% SOLD
64 EBAY —% -$4M -40,899 -100.0% SOLD
65 SLB —% -$8M -235,326 -100.0% SOLD
66 SU —% -$7M -163,246 -100.0% SOLD
67 PR —% -$7M -509,193 -100.0% SOLD
68 BFST —% -$841K -35,600 -100.0% SOLD
69 CHD —% -$9M -105,233 -100.0% SOLD
70 HOLX —% -$4M -65,853 -100.0% SOLD
71 CARR —% -$15M -247,005 -100.0% SOLD
72 OPCH —% -$4M -150,440 -100.0% SOLD
73 FNB —% -$16M -1,015,935 -100.0% SOLD
74 VVX —% -$6M -94,708 -100.0% SOLD
75 NOMD —% -$3M -243,085 -100.0% SOLD
76 AMAT —% -$5M -25,425 -100.0% SOLD
77 CI —% -$10M -33,072 -100.0% SOLD
78 DRI —% -$12M -63,478 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
USB $0 SOLD

Top Puts

SymbolSharesValueStatus
WMT $0 SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
CVX —%
PB —%
CUBE —%
AXTA —%
CARR —%
VVX —%
FCPT —%
DVN —%
CL —%
FNB —%
DRI —%
KEY —%
HMN —%
HHH —%
View SEC EDGAR Filings for PROSPECTOR PARTNERS LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms