Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$609,322
+$117,351 QoQ
Shares Held
7,770
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 492 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $39,929,648 across 5 Insurance - Diversified names. SLF ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
73,749 | $36,903,252 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
11,508 | $1,525,034 | |
| 3 | SLF |
Sun Life Financial Inc
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|
7,770 | $609,322 | |
| 4 | AIG |
American International Group, Inc.
|
7,097 | $528,933 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
14,912 | $363,107 |
All Filings in SLF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,322 | 7,770 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $491,971 | 7,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,790 | 7,721 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $459,709 | 7,658 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $3,629 | 70 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $291,361 | 6,239 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $285,622 | 6,153 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $240,388 | 6,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $274,264 | 5,987 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $443,234 | 7,939 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $328,125 | 5,892 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $300,982 | 5,850 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $299,344 | 5,808 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $291,471 | 5,766 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $254,266 | 5,719 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $243,524 | 5,979 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $221,785 | 6,035 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $182,014 | 5,672 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||