Position in SLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$324,972
+$59,843 QoQ
Shares Held
4,144
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#318
of 492 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Wealth, LLC holds $41,545,423 across 5 Insurance - Diversified names. SLF ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
64,520 | $38,271,959 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
13,167 | $1,744,890 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
7,467 | $724,747 | |
| 4 | AIG |
American International Group, Inc.
|
6,425 | $478,855 | |
| 5 | SLF |
Sun Life Financial Inc
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|
4,144 | $324,972 |
All Filings in SLF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,972 | 4,144 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $265,129 | 4,238 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $261,456 | 4,190 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $244,982 | 4,081 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $306,866 | 4,618 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $265,629 | 4,639 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $274,032 | 4,618 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $267,936 | 4,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,235 | 4,618 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $253,142 | 4,638 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $239,489 | 4,618 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $225,358 | 4,618 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $240,690 | 4,618 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $215,660 | 4,618 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $215,435 | 4,641 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||