Position in SLF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$195,030
+$194,921 QoQ
Shares Held
2,487
+124250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 492 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $89,430,665 across 8 Insurance - Diversified names. SLF ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
133,513 | $86,265,659 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
11,772 | $1,142,590 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,713 | $757,086 | |
| 4 | AIG |
American International Group, Inc.
|
7,821 | $582,899 | |
| 5 | AEG |
Aegon Ltd.
|
57,646 | $486,532 | |
| 6 | SLF |
Sun Life Financial Inc
This page
|
2,487 | $195,030 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
26 | $633 | |
| 8 | XZO |
Exzeo Group, Inc.
|
14 | $236 |
All Filings in SLF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,030 | 2,487 | Shares | Sole | 2026-08-06 | |
| 2024-03-31 | $109 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $103 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $97 | 2 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $104 | 2 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,770 | 509 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,627 | 509 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,237 | 509 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,317 | 509 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,417 | 509 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,346 | 509 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,188 | 509 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,233 | 509 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $25,628 | 507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,541 | 507 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,650 | 507 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,632 | 507 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,269 | 507 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||