Position in SLF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$142,489
+$28,818 QoQ
Shares Held
1,817
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 492 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $29,038,681 across 7 Insurance - Diversified names. SLF ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
54,780 | $27,411,364 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
7,577 | $1,004,104 | |
| 3 | AIG |
American International Group, Inc.
|
3,630 | $270,543 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,925 | $186,840 | |
| 5 | SLF |
Sun Life Financial Inc
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|
1,817 | $142,489 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
890 | $21,671 | |
| 7 | XZO |
Exzeo Group, Inc.
|
99 | $1,670 |
All Filings in SLF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,489 | 1,817 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $113,671 | 1,817 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $114,316 | 1,832 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $109,974 | 1,832 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $134,295 | 2,021 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $119,501 | 2,087 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $123,842 | 2,087 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $113,197 | 1,951 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $12,737 | 260 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,044 | 239 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $37,028 | 714 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,640 | 300 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $35,337 | 678 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,861 | 254 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $108 | 2,600 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $125,601 | 3,159 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $142,514 | 3,111 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $14,124 | 253 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $445 | 8 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||