test

Chad W. Coulter

@Delphi Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$177.061MTotal holdings21
Assets growth rate-0.33%Assets growth rate (2-Q avg)7.26%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Delphi Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Delphi Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 177.061M in assets, with a quarterly growth rate of -0.33% and a 2-quarter average growth rate of 7.26%. The portfolio is managed by Chad W. Coulter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGNCAgnc Invt Corp
Recent Activity
Decreased -13.12%
0.83%
$1.454M
139,000 shares@ $10.46 avg price
MFAMfa Finl Inc
Recent Activity
Decreased -22.22%
0.51%
$890,400
70,000 shares@ $12.72 avg price