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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
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 $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MAX Position: Q1 2026 in Review

Philadelphia Financial Management of San Francisco opened a new position in MediaAlpha (MAX) in Q1 2026: 480,000 shares worth $4.46M. The stake represents 1.29% of the portfolio and ranks #36 among its holdings. This is a return to the name: Philadelphia Financial Management of San Francisco previously reported a position in MAX as recently as Q3 2024.

Philadelphia Financial Management of San Francisco first reported a position in MAX in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.6M in Q2 2024. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Philadelphia Financial Management of San Francisco held 480,000 shares of MediaAlpha worth $4.46M as of Q1 2026.
  • MediaAlpha was a new Philadelphia Financial Management of San Francisco position in Q1 2026.
  • MediaAlpha made up 1.29% of Philadelphia Financial Management of San Francisco's portfolio in Q1 2026, its #36 holding.
  • Philadelphia Financial Management of San Francisco first reported a position in MediaAlpha in Q4 2022 and has held it in 4 quarters since.
  • Philadelphia Financial Management of San Francisco's MediaAlpha position peaked at $9.6M in Q2 2024.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2026, filed 14 May 2026.