Position in SLF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,319,765
+$65,588 QoQ
Shares Held
21,096
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $244,030,504 across 6 Insurance - Diversified names. SLF ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
487,192 | $233,462,406 | |
| 2 | AIG |
American International Group, Inc.
|
68,395 | $5,146,723 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
16,728 | $2,262,127 | |
| 4 | SLF |
Sun Life Financial Inc
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|
21,096 | $1,319,765 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
12,285 | $1,179,237 | |
| 6 | AEG |
Aegon Ltd.
|
90,943 | $660,246 |
All Filings in SLF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,319,765 | 21,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,254,177 | 20,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,208,103 | 20,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,346,077 | 20,257 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,106,492 | 19,324 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,163,301 | 19,604 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $951,121 | 16,393 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $876,235 | 17,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $911,868 | 16,707 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $710,482 | 13,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $640,207 | 13,119 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $613,608 | 11,773 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $524,581 | 11,233 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $516,747 | 11,132 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $475,489 | 11,959 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $482,654 | 10,536 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $573,429 | 10,271 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $587,083 | 10,542 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $554,785 | 10,783 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $548,746 | 10,647 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $389,032 | 7,696 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $427,127 | 9,607 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $5,742 | 141 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||