Position in SLF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$217,301
+$43,948 QoQ
Shares Held
2,771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 492 holders
Holding Since
Sep 2025
4 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, 2026FIRST HORIZON CORP holds $7,594,548 across 6 Insurance - Diversified names. SLF ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
13,523 | $6,766,773 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
4,545 | $441,136 | |
| 3 | SLF |
Sun Life Financial Inc
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|
2,771 | $217,301 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
679 | $89,980 | |
| 5 | AIG |
American International Group, Inc.
|
1,061 | $79,076 | |
| 6 | WDH |
Waterdrop Inc.
|
250 | $282 |
All Filings in SLF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,301 | 2,771 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $173,353 | 2,771 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $172,910 | 2,771 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $166,343 | 2,771 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||