Independent Advisor Alliance

Position in SLF — Sun Life Financial Inc

CIK 1696899 CHARLOTTE, NC

Position in SLF

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,032,320

+$205,028 QoQ

Shares Held

13,164

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#214

of 492 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $72,023,264 across 6 Insurance - Diversified names. SLF ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	126,457	$67,767,915
2	HIG	Hartford Insurance Group, Inc.	10,899	$1,444,335
3	SLF	Sun Life Financial Inc This page	13,164	$1,032,320
4	AIG	American International Group, Inc.	12,618	$940,419
5	ACGL	Arch Capital Group Ltd.	6,852	$665,054
6	AEG	Aegon Ltd.	20,524	$173,221

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,032,320	13,164	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$827,292	13,224	-0.4%	Shares	Sole	2026-05-12
2025-12-31	$828,671	13,280	+2.5%	Shares	Sole	2026-02-04
2025-09-30	$777,868	12,958	+0.0%	Shares	Sole	2025-11-04
2025-06-30	$860,859	12,955	-9.8%	Shares	Sole	2025-08-11
2025-03-31	$822,367	14,362	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$855,563	14,418	+0.3%	Shares	Sole	2025-02-07
2024-09-30	$834,443	14,382	+14.6%	Shares	Sole	2024-11-13
2024-06-30	$615,020	12,554	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$679,848	12,456	0.0%	Shares	Sole	2024-05-08
2023-12-31	$645,968	12,456	0.0%	Shares	Sole	2024-02-08
2023-09-30	$607,852	12,456	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.