Position in SLF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$160,211
+$32,402 QoQ
Shares Held
2,043
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 492 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $190,167,672 across 6 Insurance - Diversified names. SLF ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
161,361 | $189,254,124 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
3,798 | $503,310 | |
| 3 | SLF |
Sun Life Financial Inc
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|
2,043 | $160,211 | |
| 4 | AIG |
American International Group, Inc.
|
1,952 | $145,482 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
990 | $96,089 | |
| 6 | AEG |
Aegon Ltd.
|
1,002 | $8,456 |
All Filings in SLF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,211 | 2,043 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $127,809 | 2,043 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $147,263 | 2,360 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,190 | 353 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $23,456 | 353 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $20,211 | 353 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $22,548 | 380 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $22,047 | 380 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $17,293 | 353 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $22,322 | 409 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $18,565 | 358 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $17,470 | 358 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $108,877 | 2,089 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $97,555 | 2,089 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $96,971 | 2,089 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $83,058 | 2,089 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $95,605 | 2,087 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $116,516 | 2,087 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $116,224 | 2,087 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||