Position in SLF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$959,291,153
+$309,677,501 QoQ
Shares Held
12,232,736
+17.8% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Derivatives in SLF
reported options exposure · as of Jun 30, 2026CallValue
$15,064,482
CallShares
192,100
PutValue
$1,168,458
PutShares
14,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,729,423,380 across 7 Insurance - Diversified names. SLF ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
2,613,026 | $1,610,613,666 | |
| 2 | SLF |
Sun Life Financial Inc
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|
12,232,736 | $959,291,153 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
526,066 | $69,714,261 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
537,813 | $52,200,125 | |
| 5 | AIG |
American International Group, Inc.
|
445,617 | $33,211,830 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
95,451 | $4,071,938 | |
| 7 | AEG |
Aegon Ltd.
|
37,963 | $320,407 |
All Filings in SLF
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,064,482 | 192,100 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $959,291,153 | 12,232,736 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $1,168,458 | 14,900 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $12,242,992 | 195,700 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $1,113,568 | 17,800 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $649,613,652 | 10,383,850 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $41,340,000 | 662,500 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $644,796,544 | 10,333,278 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $589,270,746 | 9,816,271 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $11,597,796 | 193,200 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $39,769,875 | 662,500 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $44,023,125 | 662,500 | Put | Defined | 2025-08-05 | |
| 2025-06-30 | $717,515,069 | 10,797,819 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $38,026,366 | 664,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $646,459,498 | 11,289,897 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $10,902,304 | 190,400 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $645,525,619 | 10,878,423 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $23,023,920 | 388,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $49,934,610 | 841,500 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $807,207,075 | 13,912,566 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $49,102,326 | 846,300 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $23,573,526 | 406,300 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $49,381,920 | 1,008,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $24,078,585 | 491,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $604,163,832 | 12,332,391 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $29,909,840 | 548,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $6,495,020 | 119,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $655,307,508 | 12,006,367 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $604,660,111 | 11,659,470 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $60,805,850 | 1,172,500 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $53,052,780 | 1,023,000 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $60,878,000 | 1,247,500 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $46,198,960 | 946,700 | Call | Defined | 2023-11-01 | |
| 2023-09-30 | $669,773,264 | 13,724,862 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $687,339,273 | 13,187,630 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $26,893,920 | 516,000 | Call | Defined | 2023-08-02 | |
| 2023-06-30 | $13,030,000 | 250,000 | Put | Defined | 2023-08-02 | |
| 2023-03-31 | $684,502,537 | 14,657,442 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $11,675,000 | 250,000 | Put | Defined | 2024-06-13 | |
| 2022-12-31 | $8,559,848 | 184,400 | Call | Defined | 2023-02-01 | |
| 2022-12-31 | $560,649,198 | 12,077,751 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $20,889,000 | 450,000 | Put | Defined | 2023-02-01 | |
| 2022-09-30 | $17,892,000 | 450,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $6,834,744 | 171,900 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $484,039,985 | 12,174,044 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,761,879 | 365,900 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $621,239,439 | 13,561,219 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $11,452,500 | 250,000 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $9,351,525 | 167,500 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $713,064,832 | 12,772,073 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||