Position in SLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,315,115
+$1,376,966 QoQ
Shares Held
29,522
+96.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#161
of 492 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 83%
Shared 4%
None 14%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $116,993,254 across 7 Insurance - Diversified names. SLF ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
198,558 | $106,091,584 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
27,500 | $3,644,300 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
26,782 | $2,599,460 | |
| 4 | SLF |
Sun Life Financial Inc
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|
29,522 | $2,315,115 | |
| 5 | AIG |
American International Group, Inc.
|
19,830 | $1,477,929 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
29,432 | $716,669 | |
| 7 | AEG |
Aegon Ltd.
|
17,559 | $148,197 |
All Filings in SLF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,315,115 | 29,522 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $938,149 | 14,996 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $431,496 | 6,915 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $453,286 | 7,551 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $660,047 | 9,933 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $389,711 | 6,806 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $414,430 | 6,984 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $457,777 | 7,890 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $381,289 | 7,783 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $340,470 | 6,238 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $323,502 | 6,238 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $304,414 | 6,238 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $325,854 | 6,252 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $292,528 | 6,264 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||