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Jeff Bowers

@Philadelphia Financial Management Of San Francisco, Llc

Latest period2024 - Q3ReportedManaged Assets$630.081MTotal holdings48
Assets growth rate10.45%Assets growth rate (2-Q avg)3.95%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Philadelphia Financial Management Of San Francisco, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Philadelphia Financial Management Of San Francisco, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 630.081M in assets, with a quarterly growth rate of 10.45% and a 2-quarter average growth rate of 3.95%. The portfolio is managed by Jeff Bowers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CCBCoastal Finl Corp Wa
Recent Activity
New Position
0.33%
$2.034M
37,668 shares@ $53.99 avg price
KINSKingstone Cos Inc
Recent Activity
New Position
0.27%
$1.658M
181,158 shares@ $9.16 avg price
PKXPosco Holdings Inc
Recent Activity
New Position
0.17%
$1.052M
15,024 shares@ $70.0 avg price
FSUNFirstsun Cap Bancorp
Recent Activity
New Position
0.14%
$873,300
20,500 shares@ $42.6 avg price