Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,949
+$15,765 QoQ
Shares Held
994
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 492 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Basecamp Wealth Advisors LLC holds $3,329,420 across 7 Insurance - Diversified names. SLF ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,772 | $2,387,861 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,296 | $569,305 | |
| 3 | AEG |
Aegon Ltd.
|
27,082 | $228,572 | |
| 4 | SLF |
Sun Life Financial Inc
This page
|
994 | $77,949 | |
| 5 | AIG |
American International Group, Inc.
|
736 | $54,854 | |
| 6 | ACGL |
Arch Capital Group Ltd.
|
85 | $8,250 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
108 | $2,629 |
All Filings in SLF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,949 | 994 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $62,184 | 994 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $62,524 | 1,002 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||