Position in SLF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,607,148
+$1,388,886 QoQ
Shares Held
105,613
+26.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.671318871729806.ToString("F0")%
Shared 0.ToString("F0")%
None 99.32868112827019.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Creative Planning holds $1,412,561,656 across 7 Insurance - Diversified names. SLF ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,837,844 | $1,359,894,844 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
159,575 | $21,579,326 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
111,780 | $10,729,762 | |
| 4 | SLF |
Sun Life Financial Inc
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|
105,613 | $6,607,148 | |
| 5 | AIG |
American International Group, Inc.
|
73,082 | $5,499,420 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
231,961 | $4,432,774 | |
| 7 | AEG |
Aegon Ltd.
|
525,948 | $3,818,382 |
All Filings in SLF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,607,148 | 105,613 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,218,262 | 83,626 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,818,788 | 80,273 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,482,849 | 67,462 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,444,532 | 60,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,364,814 | 56,704 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,817,334 | 48,558 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,349,950 | 47,968 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,960,458 | 35,919 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,715,320 | 33,076 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,504,406 | 30,828 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,774,789 | 34,052 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,011,522 | 21,660 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $757,249 | 16,313 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $568,329 | 14,294 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $436,706 | 9,533 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $447,254 | 8,011 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $420,348 | 7,548 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $410,982 | 7,988 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $385,003 | 7,470 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $589,311 | 11,658 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $457,360 | 10,287 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $584,312 | 14,346 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $339,937 | 9,250 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $254,024 | 7,916 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||