Position in SLF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,621,173
+$2,716,694 QoQ
Shares Held
186,447
-2.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#93
of 492 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $73,825,885 across 6 Insurance - Diversified names. SLF ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
99,072 | $49,574,638 | |
| 2 | SLF |
Sun Life Financial Inc
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|
186,447 | $14,621,173 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
27,163 | $3,599,640 | |
| 4 | AIG |
American International Group, Inc.
|
31,712 | $2,363,495 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
23,571 | $2,287,801 | |
| 6 | AEG |
Aegon Ltd.
|
163,405 | $1,379,138 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,621,173 | 186,447 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,904,479 | 190,289 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,269,150 | 196,621 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,650,121 | 210,730 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,205,282 | 213,774 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,097,434 | 211,272 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $11,802,191 | 198,891 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,696,367 | 201,592 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,700,428 | 238,833 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,415,927 | 245,803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,279,323 | 256,061 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,875,147 | 263,835 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,678,059 | 262,434 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,225,499 | 261,788 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,899,905 | 256,353 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $10,101,504 | 254,062 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,269,122 | 245,997 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $13,368,883 | 239,457 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,495,549 | 62,768 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,958,735 | 57,507 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,803,466 | 54,394 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,834,490 | 56,073 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,694,853 | 60,613 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,478,176 | 60,844 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,361,040 | 64,246 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,046,154 | 63,763 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||