Position in SLF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$448,404
+$90,687 QoQ
Shares Held
5,718
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 492 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $23,465,900 across 5 Insurance - Diversified names. SLF ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
32,924 | $17,223,188 | |
| 2 | AIG |
American International Group, Inc.
|
54,302 | $4,047,126 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
10,220 | $991,952 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
5,699 | $755,230 | |
| 5 | SLF |
Sun Life Financial Inc
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|
5,718 | $448,404 |
All Filings in SLF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,404 | 5,718 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $357,717 | 5,718 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $351,000 | 5,625 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $318,158 | 5,300 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $382,020 | 5,749 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,629,779 | 45,927 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,716,525 | 45,779 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $2,654,008 | 45,743 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $2,311,396 | 47,181 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,570,062 | 47,088 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,446,339 | 47,172 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $2,303,213 | 47,197 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $2,459,907 | 47,197 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $2,069,463 | 44,314 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $2,080,497 | 44,819 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,782,162 | 44,823 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,849,853 | 40,381 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $2,283,837 | 40,907 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $418,064 | 7,507 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||