Position in SLF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,890,675
+$1,160,139 QoQ
Shares Held
75,117
-0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $614,976,446 across 9 Insurance - Diversified names. SLF ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,065,814 | $593,190,636 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
63,708 | $6,183,498 | |
| 3 | SLF |
Sun Life Financial Inc
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|
75,117 | $5,890,675 | |
| 4 | AIG |
American International Group, Inc.
|
64,765 | $4,826,935 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
29,639 | $3,927,760 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,631 | $282,878 | |
| 7 | AEG |
Aegon Ltd.
|
30,861 | $260,466 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
8,782 | $213,841 |
All Filings in SLF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,890,675 | 75,117 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,730,536 | 75,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,236,393 | 19,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,230,314 | 20,495 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,361,759 | 20,493 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,592,171 | 27,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,204,186 | 20,293 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,176,877 | 20,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,018,992 | 20,800 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $565,175 | 10,355 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $901,637 | 17,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,504 | 12,121 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $576,812 | 11,067 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $570,253 | 12,211 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $513,637 | 11,065 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $430,799 | 10,835 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $521,088 | 11,375 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $527,537 | 9,449 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $475,425 | 8,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $376,099 | 7,310 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $265,585 | 5,153 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $260,838 | 5,160 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $230,480 | 5,184 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $223,811 | 5,495 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $204,440 | 5,563 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $145,207 | 4,525 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||