Position in SLF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$233,926
New position
Shares Held
2,983
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $53,805,786 across 5 Insurance - Diversified names. SLF ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
101,823 | $50,951,209 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
12,130 | $1,607,466 | |
| 3 | AIG |
American International Group, Inc.
|
10,728 | $799,557 | |
| 4 | SLF |
Sun Life Financial Inc
This page
|
2,983 | $233,926 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
2,201 | $213,628 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,926 | 2,983 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||