Position in SLF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,179,134
+$1,747,596 QoQ
Shares Held
27,788
+302.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#164
of 492 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $51,086,362 across 6 Insurance - Diversified names. SLF ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
55,570 | $27,806,672 | |
| 2 | AIG |
American International Group, Inc.
|
111,277 | $8,293,474 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
53,594 | $7,102,276 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
36,978 | $3,589,084 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
27,788 | $2,179,134 | |
| 6 | AEG |
Aegon Ltd.
|
250,678 | $2,115,722 |
All Filings in SLF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,134 | 27,788 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $431,538 | 6,898 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $300,830 | 4,821 | Shares | Sole | 2026-02-03 | |
| 2021-06-30 | $429,585 | 8,335 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $443,323 | 8,770 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $425,082 | 9,561 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $291,911 | 7,167 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||