Position in SLF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$397,981
+$71,043 QoQ
Shares Held
5,075
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 492 holders
Holding Since
Sep 2024
8 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, 2026BENJAMIN EDWARDS INC holds $35,716,815 across 5 Insurance - Diversified names. SLF ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
60,204 | $30,125,479 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
42,707 | $4,145,141 | |
| 3 | AIG |
American International Group, Inc.
|
8,090 | $602,947 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
3,360 | $445,267 | |
| 5 | SLF |
Sun Life Financial Inc
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|
5,075 | $397,981 |
All Filings in SLF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,981 | 5,075 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $326,938 | 5,226 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $313,747 | 5,028 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $274,217 | 4,568 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $301,815 | 4,542 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $289,277 | 5,052 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $289,875 | 4,885 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $218,677 | 3,769 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||