Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$729,574
+$238,112 QoQ
Shares Held
11,662
+48.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 29.747631424499037.ToString("F0")%
Shared 0.ToString("F0")%
None 70.25236857550097.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $652,084,213 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
|
1,326,656 | $635,733,555 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
59,527 | $5,713,996 | |
| 3 | AIG |
American International Group, Inc.
|
61,010 | $4,591,002 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
31,083 | $4,203,354 | |
| 5 | AEG |
Aegon Ltd.
|
153,269 | $1,112,732 | |
| 6 | SLF |
Sun Life Financial Inc
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|
11,662 | $729,574 |
All Filings in SLF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||