Position in SLF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,234
+$5,670 QoQ
Shares Held
105
+156.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 492 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $8,607,098 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
14,981 | $7,496,342 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
6,248 | $827,984 | |
| 3 | AIG |
American International Group, Inc.
|
3,200 | $238,496 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
341 | $33,097 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
105 | $8,234 | |
| 6 | AEG |
Aegon Ltd.
|
349 | $2,945 |
All Filings in SLF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,234 | 105 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,564 | 41 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,683 | 43 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,500 | 25 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,661 | 25 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,431 | 25 | Shares | Defined | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||