Position in SLF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$420,566
+$62,223 QoQ
Shares Held
5,363
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#289
of 492 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $30,784,028 across 6 Insurance - Diversified names. SLF ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
45,087 | $22,561,083 | |
| 2 | AIG |
American International Group, Inc.
|
60,851 | $4,535,224 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
11,401 | $1,510,860 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,682 | $1,036,794 | |
| 5 | AEG |
Aegon Ltd.
|
85,249 | $719,501 | |
| 6 | SLF |
Sun Life Financial Inc
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|
5,363 | $420,566 |
All Filings in SLF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,566 | 5,363 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $358,343 | 5,728 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $336,024 | 5,385 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $410,064 | 6,831 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $472,127 | 7,105 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $424,754 | 7,418 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $418,999 | 7,061 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $401,730 | 6,924 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $263,223 | 5,373 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $267,824 | 4,907 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $264,018 | 5,091 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $209,791 | 4,299 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $533,968 | 10,245 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $413,948 | 8,864 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $203,991 | 4,453 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $337,715 | 6,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $303,844 | 5,456 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $262,755 | 5,107 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $299,086 | 5,803 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $256,642 | 5,077 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $211,585 | 4,759 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||