Canal Insurance Company, based in Greenville, South Carolina, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, signed by SVP Investments William R. Timmons III on October 20, 2026, reports ownership of 73 separate securities.
The portfolio is diversified across various sectors, with significant positions in the energy and healthcare industries. In the energy sector, the firm holds 135,400 shares of BP PLC, 109,240 shares of Chevron Corporation, and 150,000 shares of Enterprise Products Partners L.P. In healthcare, Pfizer Inc. is the largest holding, with 360,000 shares, followed by Johnson & Johnson with 75,000 shares.
The filing also lists substantial stakes in several exchange-traded funds and industrial companies. Notable ETF holdings include BlackRock Res & Commodities ETF with 204,174 shares and ARK ETF Trust with 160,000 shares combined. Industrial holdings include Fluor Corporation (110,000 shares), Lockheed Martin Corporation (36,600 shares), and Northrop Grumman Corporation (30,093 shares).
Other significant positions include 232,890 shares of NuScale Power Corp, 330,000 shares of Redwire Corporation, and 270,920 shares of James Riv Group Holdings Inc.
