Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,747,992
+$567,277 QoQ
Shares Held
35,042
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 492 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 22%
Shared 20%
None 58%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $519,004,300 across 7 Insurance - Diversified names. SLF ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
842,137 | $482,761,600 | |
| 2 | AIG |
American International Group, Inc.
|
216,254 | $16,117,408 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
72,049 | $9,547,932 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
63,771 | $6,189,612 | |
| 5 | SLF |
Sun Life Financial Inc
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|
35,042 | $2,747,992 | |
| 6 | AEG |
Aegon Ltd.
|
159,920 | $1,349,724 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
11,911 | $290,032 |
All Filings in SLF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,747,992 | 35,042 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,180,715 | 34,858 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,640,557 | 26,291 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,509,214 | 25,141 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,676,599 | 25,231 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,425,144 | 24,889 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,416,267 | 23,867 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,729,866 | 29,815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $773,111 | 15,781 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,245,515 | 22,820 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $682,996 | 13,170 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $357,508 | 7,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $439,892 | 8,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $396,249 | 8,485 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $263,201 | 5,670 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $225,200 | 5,664 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||