Position in SLF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$232,750
+$45,446 QoQ
Shares Held
2,968
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#353
of 492 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $959,791 across 6 Insurance - Diversified names. SLF ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,162 | $581,453 | |
| 2 | SLF |
Sun Life Financial Inc
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|
2,968 | $232,750 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
702 | $93,029 | |
| 4 | AIG |
American International Group, Inc.
|
560 | $41,736 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
89 | $8,638 | |
| 6 | AEG |
Aegon Ltd.
|
259 | $2,185 |
All Filings in SLF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,750 | 2,968 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $187,304 | 2,994 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $186,825 | 2,994 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $179,729 | 2,994 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $198,951 | 2,994 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $171,436 | 2,994 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $181,995 | 3,067 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $176,902 | 3,049 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $143,589 | 2,931 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $158,227 | 2,899 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $150,342 | 2,899 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||