Position in SLF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,473,603
+$36,090 QoQ
Shares Held
71,509
+0.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,716,757,426 across 8 Insurance - Diversified names. SLF ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
3,408,718 | $1,633,457,665 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
247,327 | $33,446,030 | |
| 3 | AIG |
American International Group, Inc.
|
296,714 | $22,327,728 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
225,093 | $21,606,677 | |
| 5 | SLF |
Sun Life Financial Inc
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|
71,509 | $4,473,603 | |
| 6 | AEG |
Aegon Ltd.
|
93,228 | $676,835 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
25,795 | $492,942 | |
| 8 | IGIC |
International General Insurance Holdings Ltd.
|
11,391 | $275,946 |
All Filings in SLF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,473,603 | 71,509 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,437,513 | 71,114 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,495,907 | 58,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,631,359 | 54,648 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,821,371 | 49,273 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,569,474 | 93,857 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,466,198 | 42,506 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,933,929 | 39,476 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,835,197 | 33,624 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,521,883 | 29,346 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,322,577 | 27,102 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,474,162 | 28,284 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,165,071 | 24,948 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,008,753 | 21,731 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $802,714 | 20,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $868,832 | 18,966 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $807,915 | 14,471 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,195,274 | 21,463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $673,686 | 13,094 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $605,131 | 11,741 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $596,035 | 11,791 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $561,929 | 12,639 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $423,103 | 10,388 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $430,563 | 11,716 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $311,176 | 9,697 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||