Position in SLF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$212,044
-$11,105 QoQ
Shares Held
2,704
-24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#362
of 492 holders
Holding Since
Mar 2023
14 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, 2026EverSource Wealth Advisors, LLC holds $10,893,339 across 9 Insurance - Diversified names. SLF ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
19,227 | $9,620,991 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,052 | $404,446 | |
| 3 | AIG |
American International Group, Inc.
|
3,889 | $289,841 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,523 | $244,877 | |
| 5 | SLF |
Sun Life Financial Inc
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|
2,704 | $212,044 | |
| 6 | AEG |
Aegon Ltd.
|
11,181 | $94,364 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
353 | $15,058 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
453 | $11,028 |
All Filings in SLF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,044 | 2,704 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $223,149 | 3,567 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $153,875 | 2,466 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $126,421 | 2,106 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $115,223 | 1,734 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $59,663 | 1,042 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,757 | 788 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,545 | 785 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $209,821 | 4,283 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $232,400 | 4,258 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $214,024 | 4,127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,367 | 3,860 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $364,944 | 7,002 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,760 | 209 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||