Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$334,696
+$170,935 QoQ
Shares Held
4,268
+56.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#313
of 492 holders
Holding Since
Mar 2023
5 quarters on record
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $39,989,111 across 6 Insurance - Diversified names. SLF ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
77,064 | $39,310,404 | |
| 2 | SLF |
Sun Life Financial Inc
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|
4,268 | $334,696 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,321 | $307,578 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
355 | $34,456 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
76 | $1,850 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
3 | $127 |
All Filings in SLF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,696 | 4,268 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $163,761 | 2,728 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $97,017 | 1,460 | Shares | Sole | 2025-07-21 | |
| 2024-03-31 | $212,752 | 3,898 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $114,228 | 2,446 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||