Position in SLF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,332,446
+$578,264 QoQ
Shares Held
29,743
+6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#160
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $42,508,612 across 8 Insurance - Diversified names. SLF ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
73,775 | $36,916,272 | |
| 2 | SLF |
Sun Life Financial Inc
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|
29,743 | $2,332,446 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
7,712 | $1,021,994 | |
| 4 | AEG |
Aegon Ltd.
|
120,148 | $1,014,049 | |
| 5 | AIG |
American International Group, Inc.
|
7,974 | $594,302 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
5,046 | $489,764 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
3,076 | $74,900 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
1,521 | $64,885 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,446 | 29,743 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,754,182 | 28,040 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,735,780 | 27,817 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,668,353 | 27,792 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,840,731 | 27,701 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,538,690 | 26,872 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,585,980 | 26,727 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,469,008 | 25,319 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,174,339 | 23,971 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,252,010 | 22,939 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,159,848 | 22,365 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,071,208 | 21,951 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,148,359 | 22,033 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $980,980 | 21,006 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $947,153 | 20,404 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $673,693 | 16,944 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $637,766 | 13,922 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $787,537 | 14,106 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $765,069 | 13,738 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $687,989 | 13,372 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $664,195 | 12,887 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $611,149 | 12,090 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $491,016 | 11,044 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $430,964 | 10,581 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $380,399 | 10,351 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $262,656 | 8,185 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||