Philadelphia Financial Management of San Francisco’s MediaAlpha MAX Stock Holding History

Philadelphia Financial Management of San Francisco’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-480,000	Closed	-$4.46M	–	66
2026 Q1	$4.46M	Buy	+480,000	New	+$4.73M	1.29%	36
2024 Q4	–	Sell	-299,399	Closed	-$5.42M	–	50
2024 Q3	$5.42M	Sell	299,399 -429,331	-59%	-$6.84M	0.86%	34
2024 Q2	$9.6M	Buy	+728,730	New	+$13.4M	1.68%	26
2023 Q1	–	Sell	-534,982	Closed	-$5.32M	–	35
2022 Q4	$5.32M	Buy	+534,982	New	+$5.9M	1.7%	26

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MAX Position: Q2 2026 in Review

Philadelphia Financial Management of San Francisco sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 480,000 shares — an estimated $4.46M sold.

Philadelphia Financial Management of San Francisco first reported a position in MAX in Q4 2022 and held it in 4 quarters. The position peaked at $9.6M in Q2 2024. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Philadelphia Financial Management of San Francisco reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 480,000 MediaAlpha shares in Q2 2026, an estimated $4.46M.
Philadelphia Financial Management of San Francisco first reported a position in MediaAlpha in Q4 2022 and held it in 4 quarters.
Philadelphia Financial Management of San Francisco's MediaAlpha position peaked at $9.6M in Q2 2024.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2026, filed 14 Aug 2026.