Position in SLF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,423,429
-$664,978 QoQ
Shares Held
70,707
-13.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $2,304,321,990 across 8 Insurance - Diversified names. SLF ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
4,235,650 | $2,029,723,476 | |
| 2 | AIG |
American International Group, Inc.
|
1,450,487 | $109,149,145 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
634,807 | $85,844,949 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
530,087 | $50,883,049 | |
| 5 | AEG |
Aegon Ltd.
|
2,451,515 | $17,797,998 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
286,463 | $5,474,307 | |
| 7 | SLF |
Sun Life Financial Inc
This page
|
70,707 | $4,423,429 | |
| 8 | IGIC |
International General Insurance Holdings Ltd.
|
42,338 | $1,025,637 |
All Filings in SLF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,423,429 | 70,707 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,088,407 | 81,545 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $4,337,767 | 72,260 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,506,106 | 67,812 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,737,588 | 65,274 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,074,105 | 68,657 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||