Position in SLF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$200,911
+$14,546 QoQ
Shares Held
2,562
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#368
of 492 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $14,630,278 across 6 Insurance - Diversified names. SLF ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
27,703 | $13,862,303 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
1,686 | $223,428 | |
| 3 | SLF |
Sun Life Financial Inc
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|
2,562 | $200,911 | |
| 4 | AEG |
Aegon Ltd.
|
19,437 | $164,048 | |
| 5 | AIG |
American International Group, Inc.
|
1,429 | $106,503 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
753 | $73,085 |
All Filings in SLF
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,911 | 2,562 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $186,365 | 2,979 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $133,285 | 2,136 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $128,223 | 2,136 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $288,458 | 4,341 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $196,801 | 3,437 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $189,531 | 3,194 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $444,490 | 7,661 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $167,741 | 3,424 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $118,164 | 2,165 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $109,890 | 2,119 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $122,877 | 2,518 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $94 | 1,997 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $113,433 | 2,429 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $47 | 1,176 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $50,693 | 1,275 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $6,275 | 137 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||