Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,372,627
-$153,364 QoQ
Shares Held
21,941
-10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $582,013,664 across 9 Insurance - Diversified names. SLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,135,810 | $544,280,150 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
197,835 | $26,753,225 | |
| 3 | AIG |
American International Group, Inc.
|
84,701 | $6,373,748 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
29,175 | $2,800,507 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
21,941 | $1,372,627 | |
| 6 | AEG |
Aegon Ltd.
|
32,135 | $233,299 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
7,170 | $173,693 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
1,157 | $22,110 |
All Filings in SLF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,372,627 | 21,941 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,525,991 | 24,455 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,407,342 | 23,444 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,468,676 | 22,102 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $877,165 | 15,319 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $990,146 | 16,686 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $885,847 | 15,268 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $805,737 | 16,447 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,576,882 | 47,213 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,373,146 | 26,478 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,459,800 | 29,914 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,138,817 | 21,850 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $1,200,840 | 25,714 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,288,337 | 27,754 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $878,215 | 22,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $859,804 | 18,769 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,045,691 | 18,730 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $997,851 | 17,918 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,273,898 | 24,760 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $971,370 | 18,847 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,325,265 | 26,217 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,103,850 | 24,828 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,002,280 | 24,608 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $852,487 | 23,197 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,697,494 | 52,898 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||