Position in SLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$234,554
+$205,339 QoQ
Shares Held
2,991
+540.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 492 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $65,556,310 across 9 Insurance - Diversified names. SLF ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
116,513 | $61,295,338 | |
| 2 | AIG |
American International Group, Inc.
|
17,900 | $1,334,087 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
8,458 | $1,120,854 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,862 | $1,054,265 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
12,075 | $294,026 | |
| 6 | SLF |
Sun Life Financial Inc
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|
2,991 | $234,554 | |
| 7 | AEG |
Aegon Ltd.
|
25,356 | $214,004 | |
| 8 | XZO |
Exzeo Group, Inc.
|
514 | $8,671 |
All Filings in SLF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,554 | 2,991 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,215 | 467 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $103,022 | 1,651 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,586 | 3,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,259 | 34 | Shares | Sole | 2025-08-12 | |
| 2022-12-31 | $8,773 | 189 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||