Position in SLF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,428,890
+$276,035 QoQ
Shares Held
18,221
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#196
of 492 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $136,733,540 across 7 Insurance - Diversified names. SLF ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
247,243 | $123,717,924 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
46,100 | $4,474,466 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
26,848 | $3,557,896 | |
| 4 | AIG |
American International Group, Inc.
|
34,274 | $2,554,441 | |
| 5 | SLF |
Sun Life Financial Inc
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|
18,221 | $1,428,890 | |
| 6 | AEG |
Aegon Ltd.
|
72,711 | $613,680 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
9,054 | $386,243 |
All Filings in SLF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,890 | 18,221 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,152,855 | 18,428 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,150,531 | 18,438 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,086,122 | 18,093 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,283,681 | 19,318 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $644,346 | 11,253 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $665,142 | 11,209 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $625,165 | 10,775 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $555,154 | 11,332 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $562,283 | 10,302 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $522,800 | 10,081 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $500,834 | 10,263 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $565,241 | 10,845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $356,741 | 7,639 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $314,913 | 6,784 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $245,816 | 5,366 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $231,136 | 4,140 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||