Position in SLF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$344,263
+$84,139 QoQ
Shares Held
4,390
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 492 holders
Holding Since
Jun 2025
5 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, 2026HB Wealth Management, LLC holds $96,497,277 across 6 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
180,564 | $90,352,419 | |
| 2 | AIG |
American International Group, Inc.
|
35,218 | $2,624,797 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
17,171 | $1,666,617 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,937 | $1,316,851 | |
| 5 | SLF |
Sun Life Financial Inc
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|
4,390 | $344,263 | |
| 6 | AEG |
Aegon Ltd.
|
22,788 | $192,330 |
All Filings in SLF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,263 | 4,390 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $260,124 | 4,158 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $247,790 | 3,971 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,733 | 3,777 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $237,160 | 3,569 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||