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Philadelphia Financial Management of San Francisco, LLC - Portfolio Stock Holdings

Philadelphia Financial Management of San Francisco, LLC disclosed 72 stock positions in a recent SEC 13F filing. $353,570,752 of stock holdings were filed, with the largest holdings including USAU, HIG, and CXW. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $730,032,684 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

72

Est. Stock Holding Value:

$353,570,752

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Philadelphia Financial Management of San Francisco, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Philadelphia Financial Management of San Francisco, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.