BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SLF — Sun Life Financial Inc
CIK 2010186
CINCINNATI, OH
Position in SLF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,104
+$19,032 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 492 holders
Holding Since
Dec 2020
8 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $196,988,278 across 6 Insurance - Diversified names. SLF ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
391,026 | $195,665,499 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,664 | $618,073 | |
| 3 | AIG |
American International Group, Inc.
|
7,228 | $538,702 | |
| 4 | SLF |
Sun Life Financial Inc
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|
1,200 | $94,104 | |
| 5 | AEG |
Aegon Ltd.
|
5,000 | $42,200 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
306 | $29,700 |
All Filings in SLF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,104 | 1,200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $75,072 | 1,200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,880 | 1,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $72,036 | 1,200 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $79,740 | 1,200 | Shares | Sole | 2025-07-18 | |
| 2021-06-30 | $1,494 | 29 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,465 | 29 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,289 | 29 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||