Laird Norton Wetherby Trust Company, LLC
BankPosition in SLF — Sun Life Financial Inc
CIK 723204
Seattle, WA
Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,608,092
+$751,750 QoQ
Shares Held
33,258
+12.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#155
of 492 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $167,217,315 across 6 Insurance - Diversified names. SLF ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
81,069 | $154,315,256 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
31,372 | $4,157,416 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
37,187 | $3,609,369 | |
| 4 | SLF |
Sun Life Financial Inc
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|
33,258 | $2,608,092 | |
| 5 | AEG |
Aegon Ltd.
|
178,115 | $1,503,290 | |
| 6 | AIG |
American International Group, Inc.
|
13,738 | $1,023,892 |
All Filings in SLF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,608,092 | 33,258 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,856,342 | 29,673 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,878,115 | 30,098 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||