Position in SLF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,091,916
+$42,936,571 QoQ
Shares Held
1,110,583
+57.3% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Derivatives in SLF
reported options exposure · as of Sep 30, 2025CallValue
$3,523,160
CallShares
58,690
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,001,486,964 across 10 Insurance - Diversified names. SLF ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,139,577 | $2,344,550,538 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,733,108 | $229,671,470 | |
| 3 | AIG |
American International Group, Inc.
|
2,377,435 | $177,190,229 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,350,323 | $131,062,348 | |
| 5 | SLF |
Sun Life Financial Inc
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|
1,110,583 | $87,091,916 | |
| 6 | AEG |
Aegon Ltd.
|
2,409,801 | $20,338,719 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
284,045 | $6,916,495 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
100,432 | $4,284,427 |
All Filings in SLF
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,091,916 | 1,110,583 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,155,345 | 705,808 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $37,280,067 | 597,437 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,523,160 | 58,690 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $46,913,802 | 781,506 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,899,950 | 58,690 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $46,027,720 | 692,667 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,219,558 | 580,153 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,360,589 | 58,690 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $3,482,664 | 58,690 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $64,417,840 | 1,085,572 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $35,840,691 | 617,730 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,405,193 | 58,690 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $2,875,223 | 58,690 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $32,048,374 | 654,182 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,082,181 | 661,088 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $3,203,300 | 58,690 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $36,096,995 | 696,047 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $24,838,369 | 508,983 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $26,409,932 | 506,714 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,213,733 | 411,429 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,180,880 | 219,321 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,197,817 | 357,088 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $13,818,767 | 301,654 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,592,474 | 350,931 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,024,200 | 180,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $22,588,529 | 405,612 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,601,848 | 361,552 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $9,261,000 | 180,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $7,717,500 | 150,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $9,277,200 | 180,000 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $7,731,000 | 150,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $26,454,811 | 513,287 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,099,000 | 180,000 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $7,582,500 | 150,000 | Call | Defined | 2021-05-12 | |
| 2021-03-31 | $28,012,735 | 554,159 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,669,000 | 150,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $14,296,111 | 321,550 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,510,860 | 233,510 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $6,109,500 | 150,000 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $5,512,500 | 150,000 | Call | Defined | 2020-07-31 | |
| 2020-06-30 | $9,132,301 | 248,498 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $8,161,095 | 254,319 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $4,813,500 | 150,000 | Call | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||