Position in SLF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$299,406
+$85,516 QoQ
Shares Held
3,818
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 492 holders
Holding Since
Mar 2025
5 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, 2026Merit Financial Group, LLC holds $77,535,134 across 5 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
142,576 | $71,343,599 | |
| 2 | AIG |
American International Group, Inc.
|
32,999 | $2,459,412 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
13,311 | $1,763,968 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
17,193 | $1,668,749 | |
| 5 | SLF |
Sun Life Financial Inc
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|
3,818 | $299,406 |
All Filings in SLF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,406 | 3,818 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $213,890 | 3,419 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $257,024 | 4,119 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $244,735 | 3,683 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $200,180 | 3,496 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||