Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$115,172
+$7,283 QoQ
Shares Held
1,841
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026MAI Capital Management holds $180,931,700 across 8 Insurance - Diversified names. SLF ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
371,776 | $178,155,059 | |
| 2 | AIG |
American International Group, Inc.
|
15,901 | $1,196,550 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
8,346 | $801,132 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
3,738 | $505,489 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
2,793 | $115,630 | |
| 6 | SLF |
Sun Life Financial Inc
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|
1,841 | $115,172 | |
| 7 | AEG |
Aegon Ltd.
|
4,082 | $29,635 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
682 | $13,033 |
All Filings in SLF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,172 | 1,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $107,889 | 1,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,373 | 456 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $59,539 | 896 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,133 | 404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,973 | 404 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||