Position in SLF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,899
+$3,823 QoQ
Shares Held
241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#446
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,888,606 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
65,862 | $32,956,686 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
12,043 | $1,595,938 | |
| 3 | AIG |
American International Group, Inc.
|
2,286 | $170,375 | |
| 4 | IGIC |
International General Insurance Holdings Ltd.
|
5,135 | $134,382 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
241 | $18,899 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
127 | $12,326 |
All Filings in SLF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,899 | 241 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,076 | 241 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,038 | 241 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,467 | 241 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,981 | 391 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $32,122 | 561 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,201 | 391 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,685 | 391 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,155 | 391 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,340 | 391 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,277 | 391 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $18,007 | 369 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,232 | 369 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,232 | 369 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $23,163 | 499 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $19,840 | 499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,926 | 1,199 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $221,310 | 3,964 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $213,515 | 3,834 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $228,592 | 4,443 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $228,992 | 4,443 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $271,807 | 5,377 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $314,376 | 7,071 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $196,522 | 4,825 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $177,318 | 4,825 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $154,834 | 4,825 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||