Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$405,352
New position
Shares Held
5,169
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#291
of 492 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $61,690,041 across 5 Insurance - Diversified names. SLF ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
107,517 | $59,038,876 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
7,991 | $1,058,966 | |
| 3 | AIG |
American International Group, Inc.
|
11,343 | $845,392 | |
| 4 | SLF |
Sun Life Financial Inc
This page
|
5,169 | $405,352 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
3,518 | $341,455 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,352 | 5,169 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||