Transamerica Financial Advisors, LLC
Position in SLF — Sun Life Financial Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in SLF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$548
+$486 QoQ
Shares Held
7
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 492 holders
Holding Since
Mar 2026
2 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, 2026Transamerica Financial Advisors, LLC holds $838,146 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIG |
Hartford Insurance Group, Inc.
|
2,776 | $367,875 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
580 | $290,226 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
1,823 | $176,940 | |
| 4 | AIG |
American International Group, Inc.
|
29 | $2,161 | |
| 5 | SLF |
Sun Life Financial Inc
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|
7 | $548 | |
| 6 | AEG |
Aegon Ltd.
|
47 | $396 |
All Filings in SLF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548 | 7 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $62 | 1 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||