Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,385,446
+$352,268 QoQ
Shares Held
17,667
+7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 492 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $643,382,343 across 9 Insurance - Diversified names. SLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
778,213 | $393,900,100 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
2,269,585 | $220,285,920 | |
| 3 | AIG |
American International Group, Inc.
|
318,494 | $23,737,356 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
26,404 | $3,499,057 | |
| 5 | SLF |
Sun Life Financial Inc
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|
17,667 | $1,385,446 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
14,053 | $342,190 | |
| 7 | AEG |
Aegon Ltd.
|
27,020 | $228,048 | |
| 8 | XZO |
Exzeo Group, Inc.
|
243 | $4,099 |
All Filings in SLF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,385,446 | 17,667 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||