MassMutual Private Wealth & Trust, FSB
Position in SLF — Sun Life Financial Inc
CIK 1103653
Windsor, CT
Position in SLF
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$158,173
+$32,991 QoQ
Shares Held
2,017
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 492 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $48,683,079 across 7 Insurance - Diversified names. SLF ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
96,116 | $48,095,485 | |
| 2 | SLF |
Sun Life Financial Inc
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|
2,017 | $158,173 | |
| 3 | AIG |
American International Group, Inc.
|
1,951 | $145,408 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
1,046 | $138,615 | |
| 5 | ACGL |
Arch Capital Group Ltd.
|
1,134 | $110,066 | |
| 6 | AEG |
Aegon Ltd.
|
3,343 | $28,214 | |
| 7 | IGIC |
International General Insurance Holdings Ltd.
|
272 | $7,118 |
All Filings in SLF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,173 | 2,017 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $125,182 | 2,001 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $137,342 | 2,201 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $136,148 | 2,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $148,382 | 2,233 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $126,830 | 2,215 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $134,761 | 2,271 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $126,715 | 2,184 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $122,719 | 2,505 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $109,869 | 2,013 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $102,164 | 1,970 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $108,628 | 2,226 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $115,237 | 2,211 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $72,618 | 1,555 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $93,675 | 2,018 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $45,763 | 1,151 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $52,223 | 1,140 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $68,950 | 1,235 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $69,222 | 1,243 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $59,270 | 1,152 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $57,415 | 1,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $52,622 | 1,041 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,282 | 1,041 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,399 | 1,041 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $44,688 | 1,216 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,405 | 1,041 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||