Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$233,760,367
+$60,731,800 QoQ
Shares Held
2,980,877
+7.8% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 1%
None 1%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,064,511,639 across 10 Insurance - Diversified names. SLF ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
12,973,343 | $6,559,830,908 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
6,991,580 | $678,602,745 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,866,502 | $379,868,835 | |
| 4 | SLF |
Sun Life Financial Inc
This page
|
2,980,877 | $233,760,367 | |
| 5 | AIG |
American International Group, Inc.
|
2,419,035 | $180,290,673 | |
| 6 | AEG |
Aegon Ltd.
|
2,601,423 | $21,956,006 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
355,868 | $8,665,385 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
34,621 | $1,476,929 |
All Filings in SLF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,760,367 | 2,980,877 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $173,028,567 | 2,765,802 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $161,564,827 | 2,589,180 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $164,120,454 | 2,733,974 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $165,503,754 | 2,490,651 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $145,936,952 | 2,548,672 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $147,671,144 | 2,488,560 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $164,876,124 | 2,841,712 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $137,546,277 | 2,807,640 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $152,725,915 | 2,798,203 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $144,578,518 | 2,787,862 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $141,380,966 | 2,897,151 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $148,854,923 | 2,856,004 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $122,074,355 | 2,614,012 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $127,269,661 | 2,741,699 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $107,482,686 | 2,703,287 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $117,338,552 | 2,561,418 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $126,089,370 | 2,258,452 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $115,876,462 | 2,080,741 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $104,987,630 | 2,040,576 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $104,250,778 | 2,022,716 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $104,076,734 | 2,058,887 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $87,401,954 | 1,965,856 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $79,801,347 | 1,959,277 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $72,834,014 | 1,981,878 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $62,795,087 | 1,956,843 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||