Position in SLF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$134,803
+$27,263 QoQ
Shares Held
1,719
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#384
of 492 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Cromwell Holdings LLC holds $3,475,010 across 6 Insurance - Diversified names. SLF ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
5,752 | $2,878,242 | |
| 2 | AIG |
American International Group, Inc.
|
2,337 | $174,176 | |
| 3 | SLF |
Sun Life Financial Inc
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|
1,719 | $134,803 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
822 | $108,930 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
1,000 | $97,059 | |
| 6 | AEG |
Aegon Ltd.
|
9,692 | $81,800 |
All Filings in SLF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,803 | 1,719 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $107,540 | 1,719 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $107,265 | 1,719 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,191 | 1,719 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $114,227 | 1,719 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $71,231 | 1,244 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $77,794 | 1,311 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $76,064 | 1,311 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $60,943 | 1,244 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||