Position in SLF
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$584,229
+$50,905 QoQ
Shares Held
7,450
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 492 holders
Holding Since
Mar 2023
13 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, 2026Beacon Pointe Advisors, LLC holds $216,561,071 across 6 Insurance - Diversified names. SLF ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
384,169 | $211,691,415 | |
| 2 | AIG |
American International Group, Inc.
|
21,837 | $1,627,511 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
10,366 | $1,006,123 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
33,611 | $879,599 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
5,827 | $772,194 | |
| 6 | SLF |
Sun Life Financial Inc
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|
7,450 | $584,229 |
All Filings in SLF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,229 | 7,450 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $533,324 | 8,525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,113 | 3,864 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $429,466 | 6,463 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $465,810 | 8,135 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $383,277 | 6,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $270,083 | 4,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $230,301 | 4,701 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,625 | 6,534 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $336,986 | 6,498 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $330,278 | 6,768 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,995 | 5,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,492 | 5,578 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||