Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,317,750
+$1,338,975 QoQ
Shares Held
80,563
+1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#119
of 492 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $562,556,397 across 6 Insurance - Diversified names. SLF ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,013,912 | $532,046,962 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
89,006 | $11,795,075 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
77,993 | $7,570,000 | |
| 4 | SLF |
Sun Life Financial Inc
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|
80,563 | $6,317,750 | |
| 5 | AIG |
American International Group, Inc.
|
61,716 | $4,599,693 | |
| 6 | AEG |
Aegon Ltd.
|
26,886 | $226,917 |
All Filings in SLF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,317,750 | 80,563 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,978,775 | 79,584 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,064,072 | 81,155 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,815,546 | 80,219 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,277,386 | 64,370 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,599,134 | 62,856 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,067,581 | 51,695 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,244,594 | 55,922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,678,136 | 54,667 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $3,506,219 | 64,240 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,599,310 | 30,839 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,455,508 | 29,826 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,666,015 | 31,965 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,421,221 | 30,433 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,205,805 | 25,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $917,263 | 23,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,036,955 | 22,636 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,233,954 | 22,102 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,250,073 | 22,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,141,058 | 22,178 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,103,213 | 21,405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $996,643 | 19,716 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $796,589 | 17,917 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $709,068 | 17,409 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $625,117 | 17,010 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $535,582 | 16,690 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||