Position in SLF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,152,855
+$2,324 QoQ
Shares Held
18,428
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $132,606,005 across 7 Insurance - Diversified names. SLF ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
252,527 | $121,010,938 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
26,658 | $3,604,961 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
35,538 | $3,411,292 | |
| 4 | AIG |
American International Group, Inc.
|
25,774 | $1,939,493 | |
| 5 | SLF |
Sun Life Financial Inc
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|
18,428 | $1,152,855 | |
| 6 | AEG |
Aegon Ltd.
|
121,708 | $883,600 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
14,562 | $602,866 |
All Filings in SLF
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||