PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FNF | 209K | $12.63M |
 | AII | 191K | $4.27M |
 | SKY | 190K | $14.53M |
 | JEF | 181K | $11.87M |
 | TPG | 159K | $9.13M |
 | NODK | 153K | $2.07M |
 | FIGR | 150K | $5.46M |
 | HOOD | 125K | $17.90M |
 | AXS | 125K | $11.94M |
 | FUTU | 92K | $15.93M |
 | PGR | 77K | $19.07M |
 | BPOP | 77K | $9.72M |
 | ALL | 66K | $14.09M |
 | GATX | 63K | $10.97M |
 | AFG | 62K | $9.00M |
 | MHO | 59K | $8.47M |
 | PLMR | 56K | $6.52M |
 | CYTK | 40K | $2.17M |
 | KKR | 34K | $4.41M |
 | SII | 27K | $2.24M |
Fidelity National Financial, Inc.
FNF
Shares Held
209K
Value
$12.63M
American Integrity Insurance Group, Inc.
AII
Shares Held
191K
Value
$4.27M
Champion Homes, Inc.
SKY
Shares Held
190K
Value
$14.53M
Jefferies Financial Group Inc.
JEF
Shares Held
181K
Value
$11.87M
TPG Inc.
TPG
Shares Held
159K
Value
$9.13M
NI Holdings, Inc.
NODK
Shares Held
153K
Value
$2.07M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
150K
Value
$5.46M
Robinhood Markets, Inc.
HOOD
Shares Held
125K
Value
$17.90M
AXIS Capital Holdings Limited
AXS
Shares Held
125K
Value
$11.94M
Futu Holdings Limited
FUTU
Shares Held
92K
Value
$15.93M
The Progressive Corporation
PGR
Shares Held
77K
Value
$19.07M
Popular, Inc.
BPOP
Shares Held
77K
Value
$9.72M
The Allstate Corporation
ALL
Shares Held
66K
Value
$14.09M
GATX Corporation
GATX
Shares Held
63K
Value
$10.97M
American Financial Group, Inc.
AFG
Shares Held
62K
Value
$9.00M
M/I Homes, Inc.
MHO
Shares Held
59K
Value
$8.47M
Palomar Holdings, Inc.
PLMR
Shares Held
56K
Value
$6.52M
Cytokinetics, Incorporated
CYTK
Shares Held
40K
Value
$2.17M
KKR & Co. Inc.
KKR
Shares Held
34K
Value
$4.41M
Sprott Inc.
SII
Shares Held
27K
Value
$2.24M