Position in SLF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$950,536
+$235,808 QoQ
Shares Held
15,194
+32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 62.583914703172304.ToString("F0")%
Shared 0.ToString("F0")%
None 37.416085296827696.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $219,384,101 across 6 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
403,832 | $193,516,293 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
110,640 | $10,620,332 | |
| 3 | AIG |
American International Group, Inc.
|
106,858 | $8,041,064 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
42,337 | $5,725,230 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
15,194 | $950,536 | |
| 6 | AEG |
Aegon Ltd.
|
73,092 | $530,646 |
All Filings in SLF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $950,536 | 15,194 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $714,728 | 11,454 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $659,789 | 10,991 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $745,435 | 11,218 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $627,168 | 10,953 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $653,035 | 11,005 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $639,322 | 11,019 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $532,765 | 10,875 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $575,218 | 10,539 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $563,355 | 10,863 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||