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Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Company is a capital stock life insurance company headquartered in Jackson, Mississippi. Founded in 1946, the firm offers traditional whole life, adjustable premium life, and term insurance products, as well as annuities and other retirement plans, primarily serving Farm Bureau policyholders and agents across 11 southern U.S. states. As of recent data, the firm employs approximately 869 people and is a core part of the Farm Bureau’s regional insurance and financial service ecosystem.
Investment Strategy
Southern Farm Bureau Life Insurance invests primarily in support of its insurance and annuity obligations. The company manages a diversified portfolio aimed at generating stable, long-term returns to meet the needs of policyholders, with an emphasis on maintaining high financial strength ratings and prudent risk management. Its investment approach prioritizes safety, yield, and liquidity to ensure that future claims and benefits can be paid reliably, consistent with its mission to prioritize competitive products and superior customer service for Farm Bureau members. Investments typically include fixed income securities, with some allocation to equities and real estate as appropriate for a regulated insurance company's balance sheet.
Latest 13F Filing Activity
Southern Farm Bureau Life Insurance filed their most recent 13F report on Sep 30, 2025 disclosing 16 equity positions with a total 13F market value of $848M. The fund increased holdings in Vanguard Scottsdale FDS, Ishares Inc., Vanguard Index FDS among other positions. Southern Farm Bureau Life Insurance reduced exposure to Simplify Exchange Traded Fun, Alps Etf TR, Vaneck Etf Trust among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.39% | $122.0M | 199,115 | $406.09 | $612.38 | +$8.8M |
I IEMG | ISHARES INC | 14.06% | $119.2M | 1,813,759 | $57.05 | $65.92 | +$10.9M |
S SPY | SPDR S&P 500 ETF TR | 12.72% | $107.9M | 161,923 | $401.23 | $666.18 | +$7.8M |
M MOAT | VANECK ETF TRUST | 9.88% | $83.8M | 845,027 | $65.85 | $99.11 | +$4.5M |
T TUA | SIMPLIFY EXCHANGE TRADED FUN | 7.66% | $65.0M | 2,967,492 | $21.22 | $21.87 | -$356.0K |
Industry Allocation
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