Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,692
New position
Shares Held
1,182
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $13,594,628 across 7 Insurance - Diversified names. SLF ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,767 | $13,393,939 | |
| 2 | AIG |
American International Group, Inc.
|
1,328 | $98,975 | |
| 3 | SLF |
Sun Life Financial Inc
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|
1,182 | $92,692 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
75 | $7,279 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
8 | $1,060 | |
| 6 | AEG |
Aegon Ltd.
|
76 | $641 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,692 | 1,182 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||