Position in SLF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$541,724
-$314,784 QoQ
Shares Held
6,908
-49.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 492 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 11%
Shared 4%
None 86%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $327,216,247 across 6 Insurance - Diversified names. SLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
586,775 | $293,616,340 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
115,947 | $15,365,295 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
154,559 | $15,001,496 | |
| 4 | AIG |
American International Group, Inc.
|
33,698 | $2,511,511 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
6,908 | $541,724 | |
| 6 | AEG |
Aegon Ltd.
|
21,313 | $179,881 |
All Filings in SLF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,724 | 6,908 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $856,508 | 13,691 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $832,727 | 13,345 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $735,546 | 12,253 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,275,573 | 19,196 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,080,610 | 18,872 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $465,106 | 7,838 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $418,265 | 7,209 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $322,451 | 6,582 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $402,635 | 7,377 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $358,663 | 6,916 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $298,704 | 6,121 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $305,006 | 5,852 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $226,074 | 4,841 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $200,069 | 4,310 | Shares | Defined | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||