Position in SLF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$173,353
+$443 QoQ
Shares Held
2,771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026FIRST HORIZON CORP holds $7,569,296 across 6 Insurance - Diversified names. SLF ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
14,082 | $6,748,093 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
4,850 | $465,550 | |
| 3 | SLF |
Sun Life Financial Inc
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|
2,771 | $173,353 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
679 | $91,821 | |
| 5 | AIG |
American International Group, Inc.
|
1,197 | $90,074 | |
| 6 | WDH |
Waterdrop Inc.
|
250 | $405 |
All Filings in SLF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||