Position in SLF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,529,832
+$2,823,526 QoQ
Shares Held
121,523
+13.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#105
of 492 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $149,549,924 across 5 Insurance - Diversified names. SLF ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
219,362 | $109,766,551 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
104,737 | $13,879,746 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
105,844 | $10,273,217 | |
| 4 | SLF |
Sun Life Financial Inc
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|
121,523 | $9,529,832 | |
| 5 | AIG |
American International Group, Inc.
|
81,854 | $6,100,578 |
All Filings in SLF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,529,832 | 121,523 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,706,306 | 107,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,734,484 | 172,027 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,237,497 | 87,248 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,802,207 | 72,268 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $4,237,010 | 73,996 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $4,699,252 | 79,192 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $2,189,790 | 37,742 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $1,531,132 | 28,053 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $1,022,368 | 19,714 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $2,096,008 | 42,951 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $4,985,746 | 95,659 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $3,213,052 | 68,802 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $4,509,934 | 97,155 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $3,178,255 | 79,936 | Shares | Sole | 2025-12-09 | |
| 2021-09-30 | $627,998 | 12,206 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $930,554 | 18,055 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $1,946,947 | 43,791 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $1,308,695 | 32,131 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $793,983 | 21,605 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $1,119,651 | 34,891 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||