Position in SLF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,143,659
-$99,973 QoQ
Shares Held
18,281
-8.3% QoQ
Ownership
0.003%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $957,272,859 across 7 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,242,321 | $595,320,223 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,221,926 | $213,282,676 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
638,721 | $86,374,240 | |
| 4 | AIG |
American International Group, Inc.
|
799,285 | $60,146,196 | |
| 5 | SLF |
Sun Life Financial Inc
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|
18,281 | $1,143,659 | |
| 6 | AEG |
Aegon Ltd.
|
82,401 | $598,231 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
16,827 | $407,634 |
All Filings in SLF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,143,659 | 18,281 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,243,632 | 19,930 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,230,074 | 20,491 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,626,164 | 24,472 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,251,646 | 21,859 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,294,027 | 21,807 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,226,136 | 21,133 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,111,485 | 22,688 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,527,480 | 101,273 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,349,293 | 26,018 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,359,626 | 48,353 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,327,939 | 44,665 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,090,899 | 44,773 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,015,483 | 21,876 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $927,322 | 23,323 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,162,520 | 25,377 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,417,691 | 25,393 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,152,281 | 20,691 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,050,969 | 20,427 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $717,179 | 13,915 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,360,148 | 26,907 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,038,541 | 23,359 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $840,096 | 20,626 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $841,538 | 22,899 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $876,313 | 27,308 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||