Position in SLF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$426,721
+$173,627 QoQ
Shares Held
6,821
+68.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Caprock Group, LLC holds $43,429,899 across 6 Insurance - Diversified names. SLF ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
70,094 | $33,589,044 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
42,975 | $5,811,509 | |
| 3 | AIG |
American International Group, Inc.
|
38,322 | $2,883,730 | |
| 4 | AEG |
Aegon Ltd.
|
65,650 | $476,619 | |
| 5 | SLF |
Sun Life Financial Inc
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|
6,821 | $426,721 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
12,678 | $242,276 |
All Filings in SLF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,721 | 6,821 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $253,094 | 4,056 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $311,135 | 5,183 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $299,963 | 5,055 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $293,639 | 5,061 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $261,557 | 5,339 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||