13F Filings History of Philadelphia Financial Management of San Francisco, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$483,953,268
Signature - Title
Jeff Bowers - CFO
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Philadelphia Financial Management of San Francisco, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Philadelphia Financial Management of San Francisco, LLC reported 46 stock holdings with total value $483,953,268 as of Q4 2025. Top holdings included HCI, TH, USAU, GM, and PNFP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $483,953,268 +$283,545,708 -$300,133,195 -$16,587,487 HCI, TH, USAU, GM, PNFP 13F-HR 17 Feb 2026, 16:00
Q3 2025 45 $499,197,701 +$309,165,270 -$288,886,335 +$20,278,935 PFSI, SLDE, TH, MCHB, PGR 13F-HR 14 Nov 2025, 16:00
Q2 2025 43 $451,180,516 +$249,924,637 -$280,989,134 -$31,064,497 NAVI, EG, MCB, HMST, ASPI 13F-HR 14 Aug 2025, 16:00
Q1 2025 42 $449,984,153 +$249,134,577 -$270,204,468 -$21,069,891 EQH, HMST, PFSI, CACC, CXW 13F-HR 15 May 2025, 16:00
Q4 2024 35 $497,321,274 +$300,751,944 -$297,860,018 +$2,891,926 SLM, AJG, FIP, ALL, NFE 13F-HR 14 Feb 2025, 16:00
Q3 2024 45 $467,522,545 +$252,302,306 -$247,148,037 +$5,154,269 GLNG, HMST, PFSI, UWMC, NXE 13F-HR 14 Nov 2024, 16:00
Q2 2024 36 $429,723,211 +$180,967,707 -$227,288,133 -$46,320,426 GEO, AGO, CUBI, UEC, GLNG 13F-HR 14 Aug 2024, 16:00
Q1 2024 40 $478,439,134 +$200,303,273 -$170,645,898 +$29,657,375 GEO, NXE, AGO, CXW, MUFG 13F-HR 14 May 2024, 16:00
Q4 2023 32 $404,288,444 +$163,438,953 -$157,717,158 +$5,721,795 GEO, AGO, NXE, SLM, RNR 13F-HR 14 Feb 2024, 16:00
Q3 2023 27 $345,087,554 +$188,295,384 -$190,200,668 -$1,905,284 AGO, FCFS, GEO, CXW, SLM 13F-HR 14 Nov 2023, 09:30
Q2 2023 34 $337,383,802 +$209,187,065 -$158,908,409 +$50,278,656 PFSI, AGO, ALL, AER, CXW 13F-HR 14 Aug 2023, 09:30
Q1 2023 25 $268,996,619 +$172,215,805 -$225,295,515 -$53,079,710 BKI, AGO, CB, SLM, ALL 13F-HR 15 May 2023, 09:30
Q4 2022 29 $312,900,218 +$180,649,760 -$186,038,469 -$5,388,709 AGO, FTAI, CXW, GEO, CCJ 13F-HR 14 Feb 2023, 09:30
Q3 2022 29 $287,492,000 +$148,462,648 -$187,435,251 -$38,972,603 AGO, ING, CMA, EWBC, PFBC 13F-HR 14 Nov 2022, 16:00
Q2 2022 36 $340,447,000 +$195,238,053 -$128,082,683 +$67,155,370 AMRK, AGO, AFG, GS, ACDC 13F-HR 15 Aug 2022, 16:02
Q1 2022 36 $310,888,000 +$178,132,370 -$151,617,808 +$26,514,562 AMRK, NTB, FIS, EQH, FTAI 13F-HR 16 May 2022, 16:01
Q4 2021 34 $289,293,000 +$131,660,505 -$167,106,204 -$35,445,699 AMRK, GT, EQH, BRDG, AJG 13F-HR 14 Feb 2022, 16:06
Q3 2021 33 $314,385,000 +$136,614,161 -$165,417,365 -$28,803,204 AMRK, GT, UPBD, FNF, GM 13F-HR 15 Nov 2021, 16:01
Q2 2021 40 $334,670,000 +$165,575,776 -$184,641,272 -$19,065,496 AMRK, FNF, UPBD, SC, EQH 13F-HR 16 Aug 2021, 16:05
Q1 2021 44 $330,254,000 +$150,108,279 -$275,145,836 -$125,037,557 SLM, HOV, FBC, SC, SBNY 13F-HR 17 May 2021, 16:01
Q4 2020 61 $385,769,000 +$199,557,146 -$160,633,065 +$38,924,081 SLM, COWN, ALEX, SBNY, FBC 13F-HR 16 Feb 2021, 16:01
Q3 2020 45 $270,288,000 +$127,053,645 -$98,833,970 +$28,219,675 OMF, COWN, PFSI, ACC, KAR 13F-HR 16 Nov 2020, 16:01
Q2 2020 35 $216,218,000 +$88,188,800 -$352,033,632 -$263,844,832 PFSI, COWN, OMF, SBNY, FTAI 13F-HR 14 Aug 2020, 16:01
Q1 2020 41 $389,956,000 +$226,481,045 -$217,555,864 +$8,925,181 PFSI, AGO, COWN, SLM, PJT 13F-HR 15 May 2020, 16:00
Q4 2019 34 $485,849,000 +$178,483,540 -$177,141,517 +$1,342,023 OMF, COWN, AGO, Y, NGHC 13F-HR 14 Feb 2020, 16:00
Q3 2019 43 $447,526,000 +$205,205,990 -$324,357,236 -$119,151,246 OMF, AGO, COWN, Y, BGCP 13F-HR 14 Nov 2019, 16:00
Q2 2019 43 $569,477,000 +$262,013,665 -$290,122,299 -$28,108,634 LYFT, OMF, AGO, COWN, CUB 13F-HR 14 Aug 2019, 16:30
Q1 2019 42 $594,034,000 +$302,441,174 -$287,493,000 +$14,948,174 LYFT, AGO, CBOE, COWN, KAR 13F-HR 15 May 2019, 07:06
Q4 2018 41 $535,161,000 +$275,716,587 -$257,859,065 +$17,857,522 AGO, ITG, COWN, PAG, FBP 13F-HR 14 Feb 2019, 16:30
Q3 2018 35 $585,882,000 +$179,214,438 -$230,559,043 -$51,344,605 AGO, COWN, ITG, AIG, CUROQ 13F-HR 14 Nov 2018, 16:00
Q2 2018 40 $616,690,000 +$205,333,221 -$185,241,470 +$20,091,751 AGO, ITG, CXW, BSIG, CUROQ 13F-HR 14 Aug 2018, 12:00
Q1 2018 41 $579,156,000 +$225,339,747 -$325,765,199 -$100,425,452 AGO, TRTN, ITG, UPBD, BSIG 13F-HR 15 May 2018, 13:47
Q4 2017 39 $677,589,000 +$278,402,049 -$174,665,293 +$103,736,756 SC, AGO, FPH, BPOP, GEO 13F-HR 14 Feb 2018, 17:04
Q3 2017 31 $568,758,000 +$207,855,295 -$201,856,700 +$5,998,595 OM ASSET MGMT PLC, SC, VRTS, AGO, FPH 13F-HR 14 Nov 2017, 11:29
Q2 2017 38 $556,935,000 +$337,265,363 -$218,310,172 +$118,955,191 VRTS, SC, FPH, OM ASSET MGMT PLC, SLM 13F-HR 14 Aug 2017, 08:20
Q1 2017 32 $441,383,000 +$191,220,646 -$217,740,834 -$26,520,188 CXW, AGO, VRTS, ITG, MUFG 13F-HR 15 May 2017, 09:08
Q4 2016 29 $442,749,000 +$234,068,994 -$295,462,693 -$61,393,699 AGO, CXW, SLM, MBI, AMG 13F-HR 14 Feb 2017, 09:24
Q3 2016 33 $452,468,000 +$174,099,316 -$189,136,981 -$15,037,665 BAC, AGO, SLM, ITG, OMF 13F-HR 14 Nov 2016, 08:10
Q2 2016 34 $435,520,000 +$235,818,627 -$258,269,475 -$22,450,848 ITG, AGO, LSAK, CASH, SLM 13F-HR 15 Aug 2016, 09:19
Q1 2016 42 $454,621,000 +$219,825,500 -$239,334,342 -$19,508,842 ITG, LSAK, CASH, AGO, KCG 13F-HR 16 May 2016, 09:04
Q4 2015 39 $480,846,000 +$162,799,672 -$165,240,851 -$2,441,179 ITG, LSAK, AGO, CASH, PMTS 13F-HR 16 Feb 2016, 06:19
Q3 2015 39 $468,665,000 +$197,293,346 -$121,555,143 +$75,738,203 LSAK, ITG, AGO, SC, LEAF 13F-HR 16 Nov 2015, 09:24
Q2 2015 34 $428,972,000 +$159,222,754 -$138,622,031 +$20,600,723 LSAK, AGO, ITG, KCG, CASH 13F-HR 14 Aug 2015, 09:16
Q1 2015 30 $406,921,000 +$102,394,037 -$298,277,758 -$195,883,721 ITG, KCG, LSAK, AGO, NNI 13F-HR 15 May 2015, 09:09
Q4 2014 41 $571,015,000 +$231,491,569 -$231,587,466 -$95,897 ITG, AGO, NNI, GDOT, LSAK 13F-HR 17 Feb 2015, 07:43
Q3 2014 40 $540,510,000 +$281,216,926 -$112,027,450 +$169,189,476 ITG, NNI, LSAK, GDOT, AGO 13F-HR 14 Nov 2014, 07:50
Q2 2014 25 $380,262,000 +$128,897,740 -$154,147,897 -$25,250,157 NNI, AGO, CASH, ITG, AER 13F-HR 13 Aug 2014, 07:33
Q1 2014 28 $410,359,000 +$164,696,342 -$165,248,279 -$551,937 ITG, NNI, AGO, KCG, MS 13F-HR 14 May 2014, 07:27
Q4 2013 34 $401,254,000 $0 $0 $0 NNI, NBHC, DBDQQ, AGO, KCG 13F-HR 14 Feb 2014, 07:54