Position in SLF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,567
-$5,068 QoQ
Shares Held
71
-58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
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, 2026Bell Investment Advisors, Inc holds $904,643 across 6 Insurance - Diversified names. SLF ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1 | $748,850 | |
| 2 | AIG |
American International Group, Inc.
|
738 | $55,003 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
390 | $51,682 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
358 | $34,747 | |
| 5 | AEG |
Aegon Ltd.
|
1,042 | $8,794 | |
| 6 | SLF |
Sun Life Financial Inc
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|
71 | $5,567 |
All Filings in SLF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,567 | 71 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,635 | 170 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,608 | 170 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $13,206 | 220 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $14,619 | 220 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,597 | 220 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,241 | 240 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,853 | 256 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,541 | 256 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,023 | 147 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,142 | 157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,734 | 138 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,879 | 132 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,895 | 62 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,009 | 151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,003 | 151 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,077 | 89 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||