Southern Farm Bureau Life Insurance Portfolio Holdings

Southern Farm Bureau Life Insurance

  • $704 Million
  • Q4 2024

Southern Farm Bureau Life Insurance has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $704 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $121M, Vanguard Index Fds S&P 500 ETF with a value of $118M, Vaneck Morningstar Wide Moat E with a value of $78.3M, Simpl Exch Traded Fds Sht Term with a value of $63M, and Invesco S&P 500 Equal Weight E with a value of $57.5M.

Examining the 13F form we can see an increase of $67.6M in the current position value, from $636M to 704M.

Below you can find more details about Southern Farm Bureau Life Insurance portfolio as well as his latest detailed transactions.

Portfolio value $704 Million
ETFs: $634 Million
Financial Services: $6.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$121 Million 17.21% of portfolio
206,768
Q1 2024 Reduced 12.54%
$0
$118 Million 16.7% of portfolio
218,225
Q4 2024 Added 25.98%
$0
$78.3 Million 11.13% of portfolio
845,027
Q1 2023 Added 33.52%
-
$63 Million 8.95% of portfolio
-
Q4 2024 New
$0
$57.5 Million 8.17% of portfolio
328,428
Q3 2023 New
$0
$41.4 Million 5.89% of portfolio
790,499
Q4 2023 Reduced 11.26%
$0
$39.1 Million 5.56% of portfolio
556,709
Q2 2024 Reduced 27.21%
$0
$39.1 Million 5.56% of portfolio
487,736
Q4 2022 Added 1,190.31%
$0
$35.3 Million 5.02% of portfolio
1,231,447
Q4 2022 Added 3,598.93%
$0
$29.6 Million 4.21% of portfolio
613,480
Q2 2023 Added 21.37%
$0
$25.5 Million 3.63% of portfolio
200,033
Q1 2023 Added 34.23%
$0
$21 Million 2.99% of portfolio
384,185
Q1 2024 New
$0
$14.4 Million 2.04% of portfolio
245,980
Q2 2024 New
$0
$9.57 Million 1.36% of portfolio
314,273
Q1 2023 New
$22.9B
$6.56 Million 0.93% of portfolio
279,090
Q4 2022 Added 4,538.36%
$0
$4.71 Million 0.67% of portfolio
97,825
Q4 2022 Added 2,396.81%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $704 Million
  • Prior Value $636 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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