Southern Farm Bureau Life Insurance
Strategy in plain words
auto-generated from filingsSouthern Farm Bureau Life Insurance is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $947.2M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, ISHARES CORE MSCI EMERGING, VANECK MORNINGSTAR WIDE MOAT, SS SPDR S&P 500 ETF TRUST-US, VANECK FALLEN ANGEL HIGH YLD.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Southern Farm own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| RF REGIONS FINANCIAL CORP | Financials | 279.1K | $7.3M | 0.8% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Jun 2, 2026 | 15 | $947.2M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 16 | $968.4M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 16 | $847.9M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 16 | $782.2M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 16 | $681.2M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 17, 2025 | 16 | $703.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 15 | $636.4M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 18 | $608.6M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 15 | $604.4M | $K fixed canonical | SEC ↗ |