Southern Farm Bureau Life Insurance

Latest statistics and disclosures from Southern Farm Bureau Life Insurance's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, VOO, MOAT, IEFA, RSP, and represent 62.85% of Southern Farm Bureau Life Insurance's stock portfolio.
  • Added to shares of these 3 stocks: BBJP (+$23M), TUA (+$9.6M), IEFA.
  • Started 2 new stock positions in TUA, BBJP.
  • Reduced shares in these 3 stocks: VYMI (-$24M), SPY (-$16M), IDV (-$5.1M).
  • Sold out of its positions in IDV, VYMI.
  • Southern Farm Bureau Life Insurance was a net seller of stock by $-10M.
  • Southern Farm Bureau Life Insurance has $604M in assets under management (AUM), dropping by 4.55%.
  • Central Index Key (CIK): 0001831944

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Portfolio Holdings for Southern Farm Bureau Life Insurance

Southern Farm Bureau Life Insurance holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.9 $108M -12% 207k 523.49
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.8 $83M 173k 481.13
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 12.6 $76M 845k 89.91
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Ishares Tr Core Msci Eafe (IEFA) 9.4 $57M +4% 765k 74.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.2 $56M 328k 169.46
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Ishares Core Msci Emkt (IEMG) 6.8 $41M 791k 51.67
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.5 $39M 488k 80.42
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 5.9 $36M 1.2M 29.02
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 5.3 $32M 614k 52.44
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Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $24M 200k 121.07
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 3.7 $23M NEW 384k 58.49
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Vaneck Etf Trust Mrngstr Int Moat (MOTI) 1.6 $9.8M 314k 31.13
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Simplify Exchange Traded Fun Short Term Trea (TUA) 1.6 $9.6M NEW 437k 21.88
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Regions Financial Corporation (RF) 1.0 $5.9M 279k 21.04
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Alps Etf Tr Alerian Mlp (AMLP) 0.8 $4.6M 98k 47.41
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Past Filings by Southern Farm Bureau Life Insurance

SEC 13F filings are viewable for Southern Farm Bureau Life Insurance going back to 2020