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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
VOOVanguard Index Fds
Recent Activity
Increased 25.98%
16.7%
$117.538M
218,225 shares@ $538.61 avg price