Position in SLF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,144
+$17,018 QoQ
Shares Held
1,073
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#399
of 492 holders
Holding Since
Jun 2024
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, 2026Triumph Capital Management holds $4,716,392 across 6 Insurance - Diversified names. SLF ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,943 | $3,974,597 | |
| 2 | AIG |
American International Group, Inc.
|
7,643 | $569,632 | |
| 3 | SLF |
Sun Life Financial Inc
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|
1,073 | $84,144 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
511 | $67,717 | |
| 5 | AEG |
Aegon Ltd.
|
1,750 | $14,770 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
57 | $5,532 |
All Filings in SLF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,144 | 1,073 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $67,126 | 1,073 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $66,955 | 1,073 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $274,344 | 5,600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||