Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$344,643
+$133,669 QoQ
Shares Held
5,509
+62.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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, 2026HARBOUR INVESTMENTS, INC. holds $17,074,683 across 7 Insurance - Diversified names. SLF ranks #2 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
33,547 | $16,075,722 | |
| 2 | SLF |
Sun Life Financial Inc
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|
5,509 | $344,643 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
2,250 | $304,267 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,583 | $247,942 | |
| 5 | AIG |
American International Group, Inc.
|
957 | $72,014 | |
| 6 | AEG |
Aegon Ltd.
|
3,290 | $23,885 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
150 | $6,210 |
All Filings in SLF
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,643 | 5,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,974 | 3,381 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $202,961 | 3,381 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,194 | 3,103 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $189,530 | 3,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $175,231 | 2,953 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $171,333 | 2,953 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $84,556 | 1,726 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $94,205 | 1,726 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $89,510 | 1,726 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $83,984 | 1,721 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $89,698 | 1,721 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $80,370 | 1,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $84,530 | 1,821 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $74,390 | 1,871 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $85,710 | 1,871 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $149,694 | 2,688 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $222,418 | 4,323 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $222,807 | 4,323 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $226,413 | 4,479 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||