v3.26.1
Condensed Consolidated Statements of Cash Flows (Unaudited) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Operating activities    
Net cash (used in) provided by operating activities [1] $ (684) $ (51,467)
Fixed maturity securities, available-for-sale:    
Purchases (88,467) (84,322)
Sales 0 5,856
Maturities and calls 47,462 27,017
Equity securities:    
Purchases (1,385) (1,809)
Sales and redemptions 430 1,500
Bank loan participations:    
Purchases (35,267) (36,818)
Sales 25,461 19,378
Maturities 6,863 13,753
Other invested assets:    
Purchases (3,014) (16,525)
Return of capital 270 289
Proceeds from sales and principal repayments 626 163
Short-term investments, net (597) 17,983
Securities receivable or payable, net 18,287 1,723
Purchases of property and equipment (82) (1,218)
Net cash (used in) provided by investing activities (29,413) (53,030)
Financing activities    
Senior debt issuances 0 25,000
Payroll taxes withheld and remitted on net settlement of RSUs (671) (545)
Dividends on Series A preferred shares (1,969) (1,969)
Dividends on common stock (521) (600)
Net cash provided by (used in) financing activities (3,161) 21,886
Change in cash, cash equivalents, and restricted cash equivalents (33,258) (82,611)
Cash, cash equivalents, and restricted cash equivalents at beginning of period 269,422 391,050
Cash, cash equivalents, and restricted cash equivalents at end of period 236,164 308,439
Supplemental information    
Interest paid 6,123 6,126
Restricted cash equivalents at beginning of period 8,481 28,705
Restricted cash equivalents at end of period 8,557 29,012
Change in restricted cash equivalents $ 76 $ 307
[1] Cash provided by operating activities for the three months ended March 31, 2026 and 2025 includes the restricted cash activity above related to a former insured, per the terms of a collateral trust. See “Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations – Amounts Recoverable from an Indemnifying Party and Reinsurer on Legacy Commercial Auto Book”. Excluding the restricted cash activity, cash used in operating activities was $760,000 and $51.8 million for the three months ended March 31, 2026 and 2025, respectively.