Institutional Manager · CIK 0000355429
PROTECTIVE LIFE CORP
Birmingham, AL · File #028-18945
Latest AUM
$3.6M
Positions
1
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Nuveen Preferred & Income Oppo | NU | 0 | $0 | -$39,600 |
Sector Allocation
Filing History
- 13F COMBINATION REPORTQ/E Dec 20251 pos · $3.6M
- 13F COMBINATION REPORTQ/E Sep 20251 pos · $3.6M
- 13F COMBINATION REPORTQ/E Jun 20251 pos · $3.5M
- 13F COMBINATION REPORTQ/E Mar 20251 pos · $3.5M
- 13F COMBINATION REPORTQ/E Dec 20241 pos · $3.5M
- 13F COMBINATION REPORTQ/E Sep 20241 pos · $3.6M
- 13F COMBINATION REPORTQ/E Jun 20241 pos · $3.3M
- 13F COMBINATION REPORTQ/E Mar 20241 pos · $3.2M
- 13F COMBINATION REPORTQ/E Dec 20233 pos · $13.2M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Nuveen Preferred & Income Oppo | NU | 440,000 | $3.6M | 100.00% |