Southern Farm Bureau Life Insurance
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Southern Farm Bureau Life Insurance reported 15 stock positions worth $604.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 17.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.8%) and Vaneck Morningstar Wide Moat (MOAT, 12.6%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 1 and reduced 1. The biggest buy was a new position in JPMorgan Betabuilders Japan (BBJP) and the biggest sale an exit from Vanguard Int High DVD YLD (VYMI).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001831944
- Portfolio Value
- $604.4M (Q1 2024)
- SEC Filing
- 0001831944-24-000004 ↗ filed Apr 18, 2024
Holdings Value
Holdings 15 stocks · $604.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 17.91% | 206,768 | $108.2M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 13.79% | 173,225 | $83.3M | No change |
| MOAT Vaneck Morningstar Wide Moat | 12.57% | 845,027 | $76.0M | No change |
| IEFA iShares Core MSCI Eafe ETF | 9.37% | 764,811 | $56.6M | Add +4.4% |
| RSP Invesco S&P 500 Equal Weight | 9.21% | 328,428 | $55.7M | No change |
| IEMG iShares Core MSCI Emerging | 6.76% | 790,499 | $40.8M | No change |
| VCIT Vanguard Int-Term Corporate | 6.49% | 487,736 | $39.2M | No change |
| ANGL Vaneck Fallen Angel High YLD | 5.91% | 1,231,447 | $35.7M | No change |
| FEZ State Street SPDR Euro Stoxx | 5.32% | 613,480 | $32.2M | No change |
| VYM Vanguard High DVD Yield ETF | 4.01% | 200,033 | $24.2M | No change |
| BBJP JPMorgan Betabuilders Japan | 3.72% | 384,185 | $22.5M | New |
| MOTI Vaneck Mstar Int Moat ETF | 1.62% | 314,273 | $9.8M | No change |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.58% | 437,050 | $9.6M | New |
| RF Regions Financial Corp. | 0.97% | 279,090 | $5.9M | No change |
| AMLP Alerian MLP ETF | 0.77% | 97,825 | $4.6M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.0B | IEMG, VOO, SPY, MOAT, ANGL |
| Q1 2026 | 15 | $947.2M | VOO, IEMG, MOAT, SPY, ANGL |
| Q4 2025 | 16 | $968.4M | VOO, IEMG, MOAT, SPY, ANGL |
| Q3 2025 | 16 | $847.9M | VOO, IEMG, SPY, MOAT, TUA |
| Q2 2025 | 16 | $782.2M | VOO, IEMG, SPY, MOAT, TUA |
| Q1 2025 | 16 | $681.2M | VOO, SPY, MOAT, TUA, RSP |
| Q4 2024 | 16 | $703.9M | SPY, VOO, MOAT, TUA, RSP |
| Q3 2024 | 15 | $636.4M | SPY, VOO, MOAT, RSP, IEMG |
| Q2 2024 | 17 | $608.6M | SPY, VOO, MOAT, RSP, IEMG |
| Q1 2024 | 15 | $604.4M | SPY, VOO, MOAT, IEFA, RSP |