Position in SLF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$441,071,583
+$51,609,161 QoQ
Shares Held
7,050,377
+13.0% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.98406964620474.ToString("F0")%
Shared 5.015930353795265.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Derivatives in SLF
reported options exposure · as of Mar 31, 2026CallValue
$19,581,280
CallShares
313,000
PutValue
$73,783,264
PutShares
1,179,400
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 Mar 31, 2026TORONTO DOMINION BANK holds $832,937,394 across 7 Insurance - Diversified names. SLF ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
This page
|
7,050,377 | $441,071,583 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
695,266 | $333,171,466 | |
| 3 | ACGL |
Arch Capital Group Ltd.
|
218,948 | $21,016,817 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
129,281 | $17,482,669 | |
| 5 | AIG |
American International Group, Inc.
|
224,345 | $16,881,960 | |
| 6 | BNT |
Brookfield Wealth Solutions Ltd.
|
80,017 | $3,312,703 | |
| 7 | AEG |
Aegon Ltd.
|
27 | $196 |
All Filings in SLF
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $441,071,583 | 7,050,377 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $19,581,280 | 313,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $73,783,264 | 1,179,400 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $52,203,840 | 836,600 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $126,746,880 | 2,031,200 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $389,462,422 | 6,241,385 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $82,259,109 | 1,370,300 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $347,098,921 | 5,782,091 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $17,708,850 | 295,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $381,358,809 | 5,739,034 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $47,850,645 | 720,100 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $28,978,845 | 436,100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $30,971,934 | 540,900 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $326,271,830 | 5,698,076 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $43,288,560 | 756,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $40,766,580 | 687,000 | Put | Defined | 2025-02-19 | |
| 2024-12-31 | $343,427,578 | 5,787,455 | Shares | Defined | 2025-02-19 | |
| 2024-12-31 | $14,425,554 | 243,100 | Call | Defined | 2025-02-19 | |
| 2024-09-30 | $401,551,542 | 6,920,916 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $341,715,288 | 6,975,205 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $362,551,141 | 6,642,564 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $241,211,436 | 4,651,204 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $216,486,703 | 4,436,203 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $211,842,258 | 4,064,510 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $194,164,819 | 4,157,705 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $237,128,258 | 5,108,321 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $178,982,540 | 4,501,573 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $170,165,685 | 3,714,597 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $138,683,670 | 2,484,035 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $146,866,390 | 2,637,213 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $136,340,027 | 2,649,952 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $157,378,983 | 3,053,531 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $146,330,570 | 2,894,769 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $215,479,831 | 4,846,600 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $125,751,141 | 3,087,433 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $96,811,368 | 2,634,323 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $62,846,496 | 1,958,445 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||