Position in SLF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,803
+$1,115 QoQ
Shares Held
23
+109.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 492 holders
Holding Since
Dec 2025
3 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, 2026MV CAPITAL MANAGEMENT, INC. holds $2,004,911 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
3,631 | $1,816,916 | |
| 2 | AIG |
American International Group, Inc.
|
2,073 | $154,500 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
147 | $19,480 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
122 | $11,841 | |
| 5 | SLF |
Sun Life Financial Inc
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|
23 | $1,803 | |
| 6 | AEG |
Aegon Ltd.
|
44 | $371 |
All Filings in SLF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,803 | 23 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $688 | 11 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $312 | 5 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||