Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,936,268
+$568,019 QoQ
Shares Held
24,691
+12.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#171
of 492 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $56,072,138 across 6 Insurance - Diversified names. SLF ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
95,807 | $48,689,214 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,316 | $2,162,196 | |
| 3 | SLF |
Sun Life Financial Inc
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|
24,691 | $1,936,268 | |
| 4 | AIG |
American International Group, Inc.
|
20,703 | $1,542,994 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
15,630 | $1,517,047 | |
| 6 | AEG |
Aegon Ltd.
|
26,590 | $224,419 |
All Filings in SLF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,268 | 24,691 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,368,249 | 21,871 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,260,542 | 20,201 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,130,965 | 18,840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,161,280 | 17,476 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $657,459 | 11,482 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $698,016 | 11,763 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $657,946 | 11,340 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $548,002 | 11,186 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $634,819 | 11,631 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $613,451 | 11,829 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $606,437 | 12,427 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $648,946 | 12,451 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $610,088 | 13,064 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $632,472 | 13,625 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $526,581 | 13,244 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $586,047 | 12,793 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $705,356 | 12,634 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $714,391 | 12,828 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $651,099 | 12,655 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $652,238 | 12,655 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||