MOTCO

Position in SLF — Sun Life Financial Inc

CIK 1306333 SAN ANTONIO, TX

Position in SLF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,563,505

+$1,006,448 QoQ

Shares Held

70,945

-2.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#127

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOTCO holds $6,933,945 across 5 Insurance - Diversified names. SLF ranks #1 (80.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLF	Sun Life Financial Inc This page	70,945	$5,563,505
2	BRK-B	Berkshire Hathaway Inc	2,671	$1,336,541
3	AIG	American International Group, Inc.	432	$32,196
4	HIG	Hartford Insurance Group, Inc.	7	$927
5	ACGL	Arch Capital Group Ltd.	8	$776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,563,505	70,945	-2.6%	Shares	Sole	2026-07-31
2026-03-31	$4,557,057	72,843	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$4,540,598	72,766	-2.5%	Shares	Sole	2026-02-06
2025-09-30	$4,481,059	74,647	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$4,973,184	74,841	-3.1%	Shares	Sole	2025-08-01
2025-03-31	$4,420,929	77,208	-11.3%	Shares	Sole	2025-05-07
2024-12-31	$5,165,843	87,055	-1.4%	Shares	Sole	2025-02-05
2024-09-30	$5,123,745	88,310	-9.0%	Shares	Sole	2024-11-05
2024-06-30	$4,752,372	97,007	-0.9%	Shares	Sole	2024-08-07
2024-03-31	$5,343,218	97,897	-2.6%	Shares	Sole	2024-05-09
2023-12-31	$5,211,618	100,494	-13.6%	Shares	Sole	2024-02-09
2023-09-30	$5,676,952	116,331	-1.5%	Shares	Sole	2023-11-07
2023-06-30	$6,153,182	118,058	-3.5%	Shares	Sole	2023-08-04
2023-03-31	$5,710,943	122,290	+2.8%	Shares	Sole	2023-05-09
2022-12-31	$5,519,569	118,905	-2.9%	Shares	Sole	2023-02-10
2022-09-30	$4,870,202	122,490	+7.9%	Shares	Sole	2022-11-03
2022-06-30	$5,201,862	113,553	-9.7%	Shares	Sole	2022-08-05
2022-03-31	$7,022,073	125,776	-3.3%	Shares	Sole	2022-05-06
2021-12-31	$7,240,980	130,023	+0.4%	Shares	Sole	2022-02-08
2021-09-30	$6,663,854	129,521	+5.7%	Shares	Sole	2021-10-29
2021-06-30	$6,314,525	122,517	+6.9%	Shares	Sole	2021-08-04
2021-03-31	$5,794,849	114,636	+7.3%	Shares	Sole	2021-04-16
2020-12-31	$4,750,372	106,846	-6.9%	Shares	Sole	2021-02-05
2020-09-30	$4,674,296	114,763	+0.3%	Shares	Sole	2020-11-10
2020-06-30	$4,203,427	114,379	+8.4%	Shares	Sole	2020-07-15
2020-03-31	$3,387,195	105,553	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.