Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,354,313
+$347,160 QoQ
Shares Held
17,270
+7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#201
of 492 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $13,256,316 across 6 Insurance - Diversified names. SLF ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
10,039 | $5,023,415 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
32,571 | $3,161,341 | |
| 3 | AIG |
American International Group, Inc.
|
35,482 | $2,644,473 | |
| 4 | SLF |
Sun Life Financial Inc
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|
17,270 | $1,354,313 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
6,842 | $906,701 | |
| 6 | AEG |
Aegon Ltd.
|
19,677 | $166,073 |
All Filings in SLF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,313 | 17,270 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,007,153 | 16,099 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $947,356 | 15,182 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||