Position in SLF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,076
+$3,252 QoQ
Shares Held
205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#448
of 492 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $642,667 across 6 Insurance - Diversified names. SLF ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
1,225 | $612,977 | |
| 2 | SLF |
Sun Life Financial Inc
This page
|
205 | $16,076 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
44 | $5,830 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
49 | $4,755 | |
| 5 | AIG |
American International Group, Inc.
|
40 | $2,981 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
2 | $48 |
All Filings in SLF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,076 | 205 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,824 | 205 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,792 | 205 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,306 | 205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,622 | 205 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,738 | 205 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||