Position in SLF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$256,119
+$55,801 QoQ
Shares Held
3,266
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 492 holders
Holding Since
Sep 2025
2 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, 2026Ascent Group, LLC holds $20,855,304 across 5 Insurance - Diversified names. SLF ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
34,091 | $17,058,792 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
21,299 | $2,822,541 | |
| 3 | AIG |
American International Group, Inc.
|
6,587 | $490,927 | |
| 4 | SLF |
Sun Life Financial Inc
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|
3,266 | $256,119 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,338 | $226,925 |
All Filings in SLF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,119 | 3,266 | Shares | Other | 2026-08-03 | |
| 2025-09-30 | $200,318 | 3,337 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||