Position in SLF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,896,351
-$1,407,592 QoQ
Shares Held
444,993
-23.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#68
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $822,819,969 across 7 Insurance - Diversified names. SLF ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
|
3,822,362 | $506,539,411 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
306,633 | $157,177,834 | |
| 3 | AIG |
American International Group, Inc.
|
1,083,945 | $80,786,420 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
442,606 | $42,959,338 | |
| 5 | SLF |
Sun Life Financial Inc
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|
444,993 | $34,896,351 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
13,448 | $327,458 | |
| 7 | AEG |
Aegon Ltd.
|
15,777 | $133,157 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,896,351 | 444,993 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $36,303,943 | 580,306 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,831,212 | 670,372 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,560,789 | 708,992 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,915,941 | 660,887 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,894,348 | 801,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $47,244,846 | 796,172 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,090,530 | 897,803 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,706,935 | 994,222 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,398,297 | 1,124,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $70,077,225 | 1,351,277 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,373,475 | 1,380,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,768,015 | 1,396,163 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $75,709,106 | 1,621,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,772,454 | 1,610,781 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $62,200,384 | 1,564,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $62,133,248 | 1,356,325 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,376,623 | 1,153,083 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $64,935,375 | 1,166,015 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $63,156,521 | 1,227,532 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $61,069,797 | 1,184,901 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $56,939,166 | 1,126,393 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $55,101,901 | 1,239,359 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $52,812,350 | 1,296,645 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $46,066,860 | 1,253,520 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $44,400,879 | 1,383,636 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||