Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$370,063
+$145,011 QoQ
Shares Held
4,719
+25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 492 holders
Holding Since
Sep 2025
2 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, 2026Integrated Wealth Concepts LLC holds $74,144,274 across 9 Insurance - Diversified names. SLF ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
114,871 | $62,718,746 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
91,045 | $8,836,827 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
10,273 | $1,361,377 | |
| 4 | AIG |
American International Group, Inc.
|
10,032 | $747,684 | |
| 5 | SLF |
Sun Life Financial Inc
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|
4,719 | $370,063 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
3,752 | $91,361 | |
| 7 | AEG |
Aegon Ltd.
|
1,407 | $11,875 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
121 | $5,161 |
All Filings in SLF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,063 | 4,719 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $225,052 | 3,749 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||