Position in SLF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$257,872
New position
Shares Held
4,122
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Aaron Wealth Advisors LLC holds $15,167,103 across 6 Insurance - Diversified names. SLF ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
26,430 | $12,665,256 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
5,136 | $694,541 | |
| 3 | AEG |
Aegon Ltd.
|
88,748 | $644,310 | |
| 4 | AIG |
American International Group, Inc.
|
8,306 | $625,026 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,918 | $280,098 | |
| 6 | SLF |
Sun Life Financial Inc
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|
4,122 | $257,872 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,872 | 4,122 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||