Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$874,069
+$144,495 QoQ
Shares Held
11,146
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#222
of 492 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $822,078,890 across 6 Insurance - Diversified names. SLF ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,357,682 | $805,841,580 | |
| 2 | AIG |
American International Group, Inc.
|
93,844 | $6,994,193 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
46,127 | $4,477,086 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
17,238 | $2,284,379 | |
| 5 | AEG |
Aegon Ltd.
|
190,472 | $1,607,583 | |
| 6 | SLF |
Sun Life Financial Inc
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|
11,146 | $874,069 |
All Filings in SLF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,069 | 11,146 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $729,574 | 11,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $491,462 | 7,876 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,757 | 5,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $362,218 | 5,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,569 | 3,887 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $302,159 | 5,092 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||