UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SLF — Sun Life Financial Inc
CIK 1463217
IRVING, TX
Position in SLF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$228,045
New position
Shares Held
2,908
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $152,904,612 across 6 Insurance - Diversified names. SLF ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
266,093 | $139,137,073 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
101,476 | $9,849,260 | |
| 3 | AIG |
American International Group, Inc.
|
26,116 | $1,946,425 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
11,295 | $1,496,813 | |
| 5 | AEG |
Aegon Ltd.
|
29,265 | $246,996 | |
| 6 | SLF |
Sun Life Financial Inc
This page
|
2,908 | $228,045 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,045 | 2,908 | Shares | Defined | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||