Position in SLF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,000,494
+$615,354 QoQ
Shares Held
25,510
+15.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#169
of 492 holders
Holding Since
Dec 2024
7 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, 2026Bleakley Financial Group, LLC holds $45,845,111 across 5 Insurance - Diversified names. SLF ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
78,435 | $39,248,089 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
23,227 | $2,254,412 | |
| 3 | AIG |
American International Group, Inc.
|
27,781 | $2,070,517 | |
| 4 | SLF |
Sun Life Financial Inc
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|
25,510 | $2,000,494 | |
| 5 | PLGO |
Pelagos Insurance Capital Ltd
|
11,154 | $271,599 |
All Filings in SLF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,000,494 | 25,510 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,385,140 | 22,141 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,195,896 | 19,165 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,029,934 | 17,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,013,163 | 15,247 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $718,040 | 12,540 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $525,752 | 8,860 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||