Position in SLF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$25,024
New position
Shares Held
400
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $544,276 across 6 Insurance - Diversified names. SLF ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACGL |
Arch Capital Group Ltd.
|
4,022 | $386,071 | |
| 2 | AIG |
American International Group, Inc.
|
1,575 | $118,518 | |
| 3 | SLF |
Sun Life Financial Inc
This page
|
400 | $25,024 | |
| 4 | BNT |
Brookfield Wealth Solutions Ltd.
|
310 | $12,834 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
13 | $1,757 | |
| 6 | AEG |
Aegon Ltd.
|
10 | $72 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,024 | 400 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||