Institute for Wealth Management, LLC.
Position in SLF — Sun Life Financial Inc
CIK 1533954
DENVER, CO
Position in SLF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,489
New position
Shares Held
70
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#468
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, 2026Institute for Wealth Management, LLC. holds $9,730,083 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
9,616 | $4,811,750 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
25,896 | $3,431,737 | |
| 3 | AIG |
American International Group, Inc.
|
14,872 | $1,108,410 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,811 | $369,895 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
70 | $5,489 | |
| 6 | AEG |
Aegon Ltd.
|
332 | $2,802 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,489 | 70 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||