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Oakland Financial Corp.
Oakland Financial Corporation is a Michigan-based holding company that controls interests in insurance and finance operations, including private equity and insurance subsidiaries. As of 2024, it reported shareholder equity of $443.4 million and invested assets of $853.7 million. The firm is controlled by the Moroun family and serves as a parent to entities such as Clover, owning controlling stakes in insurance businesses. The firm focuses on financial services, insurance, private equity support, and strategic capital allocation. It files regulatory disclosures with Michigan DIFS annually and has a track record of growth and risk management contributions in its sectors. Employee count is not publicly specified.
Investment Strategy
Oakland Financial Corporation pursues a holding company strategy, targeting control and ownership of insurance and financial service firms, often through surplus capital infusions and value-add oversight. They focus on enterprise risk management, strategic capital allocations, and operational improvements across subsidiaries, particularly in insurance and private equity. Recent transactions highlight their approach of using capital strength and management expertise for performance improvement and value creation.
Latest 13F Filing Activity
Oakland Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $5M. The fund increased holdings in Canadian Pacific Kansas City, Arcbest Corp., Knight-swift Transn HLDGS in among other positions. Oakland Financial Corp. reduced exposure to Fedex Corp., Philip Morris Intl Inc., Cincinnati Finl Corp. among others.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 28.96% | $1.5M | 7,500 | $250.42 | $205.17 | -$127.2K |
K KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 18.73% | $995.2K | 22,500 | $53.04 | $44.23 | +$16.6K |
O OKE | ONEOK INC NEW | 10.75% | $571.5K | 7,001 | $100.40 | $81.63 | -$123.1K |
P PSX | PHILLIPS 66 | 8.98% | $477.2K | 4,000 | $113.93 | $119.30 | -$16.7K |
C CVX | CHEVRON CORP NEW | 8.89% | $472.5K | 3,300 | $144.84 | $143.19 | -$79.5K |
Industry Allocation
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