Position in SLF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,790,955
+$702,349 QoQ
Shares Held
22,838
+31.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 492 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $418,779,076 across 7 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
592,166 | $371,148,905 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
232,467 | $30,806,526 | |
| 3 | AIG |
American International Group, Inc.
|
88,830 | $6,620,499 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
64,371 | $6,247,849 | |
| 5 | SLF |
Sun Life Financial Inc
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|
22,838 | $1,790,955 | |
| 6 | AEG |
Aegon Ltd.
|
203,013 | $1,713,429 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
|
18,518 | $450,913 |
All Filings in SLF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,955 | 22,838 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,088,606 | 17,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $633,796 | 10,157 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $580,550 | 9,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $587,484 | 8,841 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $416,852 | 7,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $543,079 | 9,152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $432,887 | 7,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,496 | 7,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $384,461 | 7,044 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $552,931 | 10,662 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $284,064 | 5,821 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $288,432 | 5,534 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,502 | 5,878 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $255,681 | 5,508 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $279,120 | 6,093 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $331,574 | 5,939 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $278,951 | 5,009 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $256,323 | 4,982 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||