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Jonathan Pace

Southern Farm Bureau Life Insurance

Assets Managed
$947.192M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-2.18%(2Q avg: 6.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Southern Farm Bureau Life Insurance's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 947.192M in assets, with a quarterly growth rate of -2.18% and a 2-quarter average growth rate of 6.02%. The portfolio is managed by Jonathan Pace, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
15.33%
$145.151M
242,780 shares@ $597.88 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.74%
14.87%
$140.761M
2.038M shares@ $69.08 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
11.32%
$107.161M
1.108M shares@ $96.72 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
11.12%
$105.314M
161,923 shares@ $650.4 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
7.84%
$74.258M
2.588M shares@ $28.7 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
6.66%
$63.025M
328,428 shares@ $191.9 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
6.61%
$62.555M
2.967M shares@ $21.09 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
6.53%
$61.831M
685,189 shares@ $90.24 avg price
FEZ
Spdr Euro Stoxx 50 Etf
Recent Activity
5.17%
$48.93M
802,765 shares@ $60.96 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
4.2%
$39.739M
480,641 shares@ $82.68 avg price

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