Position in SLF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,272,991
+$400,968 QoQ
Shares Held
16,233
+16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
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, 2026Janney Montgomery Scott LLC holds $330,973,347 across 6 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
538,819 | $296,560,225 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
123,255 | $16,333,752 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
132,680 | $12,877,920 | |
| 4 | AIG |
American International Group, Inc.
|
44,718 | $3,332,832 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
16,233 | $1,272,991 | |
| 6 | AEG |
Aegon Ltd.
|
70,572 | $595,627 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,991 | 16,233 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $872,023 | 13,939 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $844,521 | 13,534 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $660,810 | 11,008 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $706,230 | 10,628 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $608,559 | 10,628 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $452,289 | 7,622 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $390,416 | 6,729 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $321,276 | 6,558 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $357,826 | 6,556 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $394,965 | 7,616 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $704,476 | 14,436 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $672,608 | 12,905 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $629,095 | 13,471 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $254,288 | 5,478 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $590,078 | 14,841 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $715,414 | 15,617 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $942,019 | 16,873 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $967,001 | 17,364 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $799,635 | 15,542 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $507,926 | 9,855 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $498,119 | 9,854 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $438,064 | 9,853 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $405,344 | 9,952 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $300,982 | 8,190 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $267,309 | 8,330 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||