Stone House Investment Management, LLC
Position in SLF — Sun Life Financial Inc
CIK 1696497
TUNKHANNOCK, PA
Position in SLF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,038
+$1,038 QoQ
Shares Held
26
+62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 492 holders
Holding Since
Sep 2025
4 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, 2026Stone House Investment Management, LLC holds $445,665 across 7 Insurance - Diversified names. SLF ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
876 | $438,341 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
32 | $3,105 | |
| 3 | SLF |
Sun Life Financial Inc
This page
|
26 | $2,038 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
36 | $942 | |
| 5 | AIG |
American International Group, Inc.
|
8 | $596 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14 | $340 | |
| 7 | AEG |
Aegon Ltd.
|
36 | $303 |
All Filings in SLF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038 | 26 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,000 | 16 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $748 | 12 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $720 | 12 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||