Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,500
+$25,465 QoQ
Shares Held
797
+34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 492 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $30,500,405 across 8 Insurance - Diversified names. SLF ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
55,024 | $29,778,508 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,220 | $215,473 | |
| 3 | AIG |
American International Group, Inc.
|
2,708 | $201,827 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
868 | $115,027 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
3,387 | $82,473 | |
| 6 | SLF |
Sun Life Financial Inc
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|
797 | $62,500 | |
| 7 | AEG |
Aegon Ltd.
|
4,233 | $35,726 | |
| 8 | IGIC |
International General Insurance Holdings Ltd.
|
339 | $8,871 |
All Filings in SLF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,500 | 797 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,035 | 592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,518 | 441 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,171 | 386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,440 | 428 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,699 | 117 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,780 | 30 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,740 | 30 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,469 | 30 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||