Position in SLF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,127
+$69,242 QoQ
Shares Held
4,350
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#309
of 492 holders
Holding Since
Jun 2023
5 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, 2026Summit Trail Advisors, LLC holds $53,272,900 across 6 Insurance - Diversified names. SLF ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
83,249 | $46,147,064 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
30,381 | $2,948,779 | |
| 3 | AIG |
American International Group, Inc.
|
31,729 | $2,364,762 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,980 | $1,322,549 | |
| 5 | SLF |
Sun Life Financial Inc
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|
4,350 | $341,127 | |
| 6 | AEG |
Aegon Ltd.
|
17,609 | $148,619 |
All Filings in SLF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,127 | 4,350 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $271,885 | 4,346 | Shares | Sole | 2026-05-12 | |
| 2023-12-31 | $216,774 | 4,180 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $203,984 | 4,180 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $227,712 | 4,369 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||