Position in SLF
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$107,278
+$25,575 QoQ
Shares Held
1,368
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 492 holders
Holding Since
Dec 2021
12 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, 2026CoreCap Advisors, LLC holds $5,858,925 across 7 Insurance - Diversified names. SLF ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
11,156 | $5,582,350 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
909 | $120,460 | |
| 3 | SLF |
Sun Life Financial Inc
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|
1,368 | $107,278 | |
| 4 | AIG |
American International Group, Inc.
|
496 | $36,966 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
118 | $11,453 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
11 | $267 | |
| 7 | AEG |
Aegon Ltd.
|
18 | $151 |
All Filings in SLF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,278 | 1,368 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $81,703 | 1,306 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $68,078 | 1,091 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $65,492 | 1,091 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $92,431 | 1,391 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,292 | 791 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $46,759 | 788 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,719 | 788 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $24,670 | 452 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $20,981 | 452 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $20,706 | 452 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $25,171 | 452 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||