Position in SLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,369,213
+$276,916 QoQ
Shares Held
17,460
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#199
of 492 holders
Holding Since
Jun 2025
5 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, 2026Westerkirk Capital Inc. holds $13,251,750 across 5 Insurance - Diversified names. SLF ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
20,147 | $10,081,357 | |
| 2 | SLF |
Sun Life Financial Inc
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|
17,460 | $1,369,213 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
4,900 | $649,348 | |
| 4 | AIG |
American International Group, Inc.
|
8,292 | $618,002 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
5,500 | $533,830 |
All Filings in SLF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,213 | 17,460 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,092,297 | 17,460 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,039,584 | 16,660 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,876,537 | 31,260 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,329,737 | 35,060 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||