Position in SLF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$143,362,266
+$36,889,652 QoQ
Shares Held
1,828,134
+7.4% QoQ
Ownership
0.328%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,608,050,619 across 8 Insurance - Diversified names. SLF ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
7,475,815 | $3,743,068,115 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
4,787,638 | $634,457,786 | |
| 3 | AIG |
American International Group, Inc.
|
6,525,607 | $486,353,487 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
4,218,184 | $409,416,937 | |
| 5 | SLF |
Sun Life Financial Inc
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|
1,828,134 | $143,362,266 | |
| 6 | AEG |
Aegon Ltd.
|
13,035,922 | $110,023,180 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
3,232,830 | $78,719,408 | |
| 8 | BNT |
Brookfield Wealth Solutions Ltd.
|
62,106 | $2,649,440 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,362,266 | 1,828,134 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $106,472,614 | 1,701,928 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $102,248,825 | 1,638,603 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $98,437,251 | 1,639,801 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,429,646 | 1,616,699 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,557,066 | 1,616,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $102,044,326 | 1,719,655 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $104,954,755 | 1,808,941 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $86,959,305 | 1,775,042 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $73,334,996 | 1,343,624 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $59,258,657 | 1,142,666 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $46,854,002 | 960,123 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,736,165 | 1,242,060 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $71,999,816 | 1,541,752 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $82,655,448 | 1,780,600 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $67,680,742 | 1,702,232 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $58,126,521 | 1,268,861 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $53,313,741 | 954,930 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $44,838,580 | 805,146 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $40,951,370 | 795,945 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,391,980 | 803,104 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $40,470,127 | 800,596 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,251,105 | 905,333 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $40,908,438 | 1,004,381 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,664,242 | 1,106,510 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $38,091,182 | 1,187,011 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||