Lombard Odier Asset Management (Switzerland) SA
Position in SLF — Sun Life Financial Inc
CIK 1535660
PETIT-LANCY, V8
Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$200,676
-$466,151 QoQ
Shares Held
2,559
-76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#369
of 492 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Lombard Odier Asset Management (Switzerland) SA holds $31,327,708 across 5 Insurance - Diversified names. SLF ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
47,805 | $23,921,143 | |
| 2 | AIG |
American International Group, Inc.
|
83,316 | $6,209,541 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
5,305 | $514,903 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
3,633 | $481,445 | |
| 5 | SLF |
Sun Life Financial Inc
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|
2,559 | $200,676 |
All Filings in SLF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,676 | 2,559 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $666,827 | 10,659 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,892,966 | 30,336 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $8,202,439 | 136,639 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,812,478 | 162,716 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,253,273 | 161,601 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,912,290 | 32,226 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,868,592 | 32,206 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,415,908 | 28,902 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,654,156 | 30,307 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $815,705 | 15,729 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $333,905 | 7,150 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $300,848 | 6,481 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $196,362 | 3,526 | Shares | Other | 2022-02-14 | |
| 2021-06-30 | $195,645 | 3,796 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $170,859 | 3,380 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||