Southern Farm Bureau Life Insurance Portfolio Holdings

Southern Farm Bureau Life Insurance

  • $681 Million
  • Q1 2025

Southern Farm Bureau Life Insurance has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $681 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $102M, Spdr S&P 500 ETF Trust with a value of $95.9M, Vaneck Morningstar Wide Moat E with a value of $74.3M, Simpl Exch Traded Fds Sht Term with a value of $65M, and Invesco S&P 500 Equal Weight E with a value of $56.9M.

Examining the 13F form we can see an decrease of $22.7M in the current position value, from $704M to 681M.

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

Portfolio value $681 Million
ETFs: $610 Million
Financial Services: $6.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$102 Million 15.02% of portfolio
199,115
Q1 2025 Reduced 8.76%
$0
$95.9 Million 14.08% of portfolio
171,633
Q1 2025 Reduced 16.99%
$0
$74.3 Million 10.91% of portfolio
845,027
Q1 2023 Added 33.52%
-
$65 Million 9.55% of portfolio
-
Q4 2024 New
$0
$56.9 Million 8.35% of portfolio
328,428
Q3 2023 New
$0
$52.3 Million 7.68% of portfolio
971,169
Q1 2025 Added 22.86%
$0
$51.8 Million 7.6% of portfolio
685,189
Q1 2025 Added 23.08%
$0
$38 Million 5.57% of portfolio
702,100
Q1 2025 Added 14.45%
$0
$35.5 Million 5.21% of portfolio
1,231,447
Q4 2022 Added 3,598.93%
$0
$25.8 Million 3.79% of portfolio
200,033
Q1 2023 Added 34.23%
$0
$21.6 Million 3.17% of portfolio
384,185
Q1 2024 New
$0
$20.5 Million 3.01% of portfolio
322,180
Q1 2025 Added 30.98%
$0
$19.7 Million 2.9% of portfolio
241,436
Q1 2025 Reduced 50.5%
$0
$10.4 Million 1.53% of portfolio
314,273
Q1 2023 New
$21.1B
$6.07 Million 0.89% of portfolio
279,090
Q4 2022 Added 4,538.36%
$0
$5.08 Million 0.74% of portfolio
97,825
Q4 2022 Added 2,396.81%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $681 Million
  • Prior Value $704 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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