Position in SLF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$52,227,246
+$13,145,828 QoQ
Shares Held
665,994
+6.6% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 492 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $6,502,513,915 across 8 Insurance - Diversified names. SLF ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,534,646 | $5,456,273,853 | |
| 2 | AIG |
American International Group, Inc.
|
6,666,982 | $496,890,155 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,549,854 | $337,906,642 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,593,928 | $154,706,642 | |
| 5 | SLF |
Sun Life Financial Inc
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|
665,994 | $52,227,246 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
132,043 | $3,215,245 | |
| 7 | AEG |
Aegon Ltd.
|
119,306 | $1,006,939 | |
| 8 | XZO |
Exzeo Group, Inc.
|
17,024 | $287,193 |
All Filings in SLF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,227,246 | 665,994 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $39,081,418 | 624,703 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $36,816,434 | 590,007 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $38,413,674 | 639,908 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $40,333,884 | 606,981 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $33,858,407 | 591,310 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $33,186,604 | 559,262 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $30,479,702 | 525,331 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $29,269,904 | 597,467 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $33,832,883 | 619,877 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $39,093,050 | 753,819 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $38,577,519 | 790,523 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $39,332,772 | 754,658 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $34,380,772 | 736,205 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $33,910,968 | 730,525 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,619,803 | 719,814 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,478,602 | 708,985 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $37,817,677 | 677,372 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $37,841,630 | 679,505 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $34,933,397 | 677,792 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $36,519,038 | 722,434 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $38,417,261 | 864,086 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $37,856,781 | 929,457 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $37,413,226 | 1,018,047 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $32,417,925 | 1,010,219 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||