Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,363,288
+$1,454,312 QoQ
Shares Held
55,640
+19.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#134
of 492 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vident Advisory, LLC holds $155,520,525 across 7 Insurance - Diversified names. SLF ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
231,765 | $115,972,887 | |
| 2 | AIG |
American International Group, Inc.
|
370,068 | $27,581,165 | |
| 3 | SLF |
Sun Life Financial Inc
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|
55,640 | $4,363,288 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
26,755 | $2,596,839 | |
| 5 | AEG |
Aegon Ltd.
|
276,535 | $2,333,955 | |
| 6 | HIG |
Hartford Insurance Group, Inc.
|
16,810 | $2,227,659 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
16,994 | $444,732 |
All Filings in SLF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,363,288 | 55,640 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,908,976 | 46,499 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $715,104 | 11,460 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $974,526 | 16,234 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,521,179 | 37,941 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,031,985 | 35,487 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,170,003 | 36,569 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,269,916 | 39,123 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,131,603 | 43,511 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,216,807 | 42,746 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,963,468 | 40,235 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||