Position in SLF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$51,051
+$19,959 QoQ
Shares Held
651
+31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#417
of 492 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $6,825,659 across 6 Insurance - Diversified names. SLF ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,305 | $6,157,298 | |
| 2 | AIG |
American International Group, Inc.
|
3,753 | $279,711 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,948 | $258,148 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
812 | $78,812 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
651 | $51,051 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
15 | $639 |
All Filings in SLF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,051 | 651 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $31,092 | 497 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $31,012 | 497 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $29,834 | 497 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $28,507 | 429 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $10,650 | 186 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,037 | 186 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $10,733 | 185 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,014 | 184 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $9,933 | 182 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $9,386 | 181 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $8,735 | 179 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $9,277 | 178 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $8,219 | 176 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $8,123 | 175 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $6,878 | 173 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $15,346 | 335 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||