Position in SLF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,803
New position
Shares Held
23
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
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, 2026LRI Investments, LLC holds $2,831,652 across 7 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,521 | $2,262,262 | |
| 2 | AIG |
American International Group, Inc.
|
4,238 | $315,858 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,445 | $191,491 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
613 | $59,496 | |
| 5 | SLF |
Sun Life Financial Inc
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|
23 | $1,803 | |
| 6 | AEG |
Aegon Ltd.
|
83 | $700 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
1 | $42 |
All Filings in SLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,803 | 23 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||