Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,879
-$71 QoQ
Shares Held
1,117
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $83,613,088 across 8 Insurance - Diversified names. SLF ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
166,696 | $79,880,723 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
16,437 | $2,222,775 | |
| 3 | AIG |
American International Group, Inc.
|
11,190 | $842,047 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,844 | $464,975 | |
| 5 | AEG |
Aegon Ltd.
|
10,723 | $77,848 | |
| 6 | SLF |
Sun Life Financial Inc
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|
1,117 | $69,879 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
1,544 | $29,505 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
612 | $25,336 |
All Filings in SLF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,879 | 1,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,950 | 1,121 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $64,712 | 1,078 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $69,174 | 1,041 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,366 | 443 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,388 | 411 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $21,409 | 369 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,077 | 369 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $20,140 | 369 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $80,694 | 1,556 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $74,517 | 1,527 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $78,857 | 1,513 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $70,657 | 1,513 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $70,233 | 1,513 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $51,886 | 1,305 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,170 | 1,248 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $67,275 | 1,205 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $67,106 | 1,205 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $83,657 | 1,626 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $83,804 | 1,626 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $82,194 | 1,626 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $72,291 | 1,626 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $66,226 | 1,626 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $59,755 | 1,626 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $52,178 | 1,626 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||