Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$210,557
+$203,801 QoQ
Shares Held
2,685
+2386.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 492 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $417,744,896 across 8 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
668,229 | $353,083,849 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
446,491 | $59,168,987 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
27,978 | $2,715,544 | |
| 4 | AIG |
American International Group, Inc.
|
34,241 | $2,551,981 | |
| 5 | SLF |
Sun Life Financial Inc
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|
2,685 | $210,557 | |
| 6 | IGIC |
International General Insurance Holdings Ltd.
|
400 | $10,468 | |
| 7 | AEG |
Aegon Ltd.
|
411 | $3,468 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in SLF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,557 | 2,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,756 | 108 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $6,676 | 107 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,423 | 107 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,043 | 106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,069 | 106 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,366 | 141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,122 | 140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,809 | 139 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $19,430 | 356 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,143 | 292 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,249 | 292 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,219 | 292 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,868 | 40 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,904 | 278 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||