Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,255,774
+$886,043 QoQ
Shares Held
54,269
+0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 492 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $627,589,029 across 7 Insurance - Diversified names. SLF ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
803,300 | $487,275,138 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
852,350 | $82,729,089 | |
| 3 | AIG |
American International Group, Inc.
|
378,820 | $28,233,452 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
185,673 | $24,605,384 | |
| 5 | SLF |
Sun Life Financial Inc
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|
54,269 | $4,255,774 | |
| 6 | AEG |
Aegon Ltd.
|
33,597 | $283,558 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
8,486 | $206,634 |
All Filings in SLF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,255,774 | 54,269 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,369,731 | 53,864 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,336,465 | 53,469 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,102,209 | 68,336 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,430,553 | 66,675 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,811,111 | 66,558 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,752,661 | 63,240 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,609,564 | 44,977 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,168,051 | 44,255 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,251,643 | 41,254 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,992,668 | 38,424 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,745,820 | 35,775 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,175,618 | 22,556 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,035,478 | 22,173 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $996,683 | 21,471 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $880,365 | 22,142 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $996,642 | 21,756 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,194,761 | 21,400 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $311,028 | 5,585 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $244,438 | 4,751 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $239,763 | 4,652 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $243,347 | 4,814 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $234,523 | 5,758 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $213,921 | 5,821 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||