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Jonathan Pace

@Southern Farm Bureau Life Insurance

Latest period2024 - Q4ReportedManaged Assets$703.924MTotal holdings16
Assets growth rate10.62%Assets growth rate (2-Q avg)7.6%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Southern Farm Bureau Life Insurance's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Southern Farm Bureau Life Insurance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 703.924M in assets, with a quarterly growth rate of 10.62% and a 2-quarter average growth rate of 7.6%. The portfolio is managed by Jonathan Pace, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
17.21%
$121.122M
206,768 shares@ $585.79 avg price
VOOVanguard Index Fds
Recent Activity
Increased 25.98%
16.7%
$117.538M
218,225 shares@ $538.61 avg price
MOATVaneck Etf Trust
Recent Activity
11.13%
$78.329M
845,027 shares@ $92.7 avg price
TUASimplify Exchange Traded Fun
Recent Activity
New Position
8.95%
$63M
2.967M shares@ $21.24 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
8.18%
$57.531M
328,428 shares@ $175.18 avg price
IEMGIshares Inc
Recent Activity
5.89%
$41.426M
790,499 shares@ $52.41 avg price
IEFAIshares Tr
Recent Activity
5.56%
$39.133M
556,709 shares@ $70.3 avg price
VCITVanguard Scottsdale Fds
Recent Activity
5.56%
$39.126M
487,736 shares@ $80.22 avg price
ANGLVaneck Etf Trust
Recent Activity
5.02%
$35.313M
1.231M shares@ $28.68 avg price
FEZSpdr Index Shs Fds
Recent Activity
4.22%
$29.64M
613,480 shares@ $48.32 avg price