Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,033,178
+$209,873 QoQ
Shares Held
16,515
+25.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 99.76385104450499.ToString("F0")%
Shared 0.ToString("F0")%
None 0.23614895549500456.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $589,174,159 across 8 Insurance - Diversified names. SLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
706,009 | $338,319,512 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,114,031 | $202,925,835 | |
| 3 | AIG |
American International Group, Inc.
|
502,526 | $37,815,081 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
64,309 | $8,696,505 | |
| 5 | SLF |
Sun Life Financial Inc
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|
16,515 | $1,033,178 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,251 | $272,336 | |
| 7 | AEG |
Aegon Ltd.
|
15,149 | $109,981 | |
| 8 | XZO |
Exzeo Group, Inc.
|
118 | $1,731 |
All Filings in SLF
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,178 | 16,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $823,305 | 13,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $673,596 | 11,221 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $612,669 | 9,220 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $463,576 | 8,096 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $433,953 | 7,313 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,076 | 5,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,259 | 4,149 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $76,848 | 1,408 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $22,052 | 395 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $21,997 | 395 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,322 | 395 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,358 | 395 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||