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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
VYMVanguard Whitehall Fds
Recent Activity
3.63%
$25.518M
200,033 shares@ $127.57 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
2.99%
$21.03M
384,185 shares@ $54.74 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
2.05%
$14.37M
245,980 shares@ $58.42 avg price
MOTIVaneck Etf Trust
Recent Activity
1.37%
$9.574M
314,273 shares@ $30.47 avg price
RFRegions Financial Corp New
Recent Activity
0.94%
$6.564M
279,090 shares@ $23.52 avg price
AMLPAlps Etf Tr
Recent Activity
0.67%
$4.71M
97,825 shares@ $48.15 avg price