ASSETMARK, INC

Position in SLF — Sun Life Financial Inc

CIK 1344551 CONCORD, CA

Position in SLF

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$115,172

+$1,292 QoQ

Shares Held

1,841

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $326,903,143 across 7 Insurance - Diversified names. SLF ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	253,243	$121,354,045
2	HIG	Hartford Insurance Group, Inc.	768,041	$103,862,184
3	ACGL	Arch Capital Group Ltd.	1,036,532	$99,496,706
4	AIG	American International Group, Inc.	27,458	$2,066,214
5	SLF	Sun Life Financial Inc This page	1,841	$115,172
6	AEG	Aegon Ltd.	1,181	$8,574
7	BNT	Brookfield Wealth Solutions Ltd.	6	$248

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$115,172	1,841	+0.9%	Shares	Sole	2026-05-06
2025-12-31	$113,880	1,825	-1.4%	Shares	Sole	2026-01-23
2025-09-30	$111,055	1,850	-1.2%	Shares	Sole	2025-11-06
2025-06-30	$124,460	1,873	+347.0%	Shares	Sole	2025-08-04
2025-03-31	$23,991	419	-15.7%	Shares	Sole	2025-05-06
2024-12-31	$29,491	497	-8.1%	Shares	Sole	2025-02-06
2024-09-30	$31,388	541	+2747.4%	Shares	Sole	2024-11-01
2024-06-30	$930	19	+26.7%	Shares	Sole	2024-08-13
2024-03-31	$818	15	-93.6%	Shares	Sole	2024-05-07
2023-06-30	$12,143	233	+3783.3%	Shares	Defined	2023-08-11
2021-12-31	$334	6	-57.1%	Shares	Sole	2022-02-14
2021-06-30	$721	14	-85.4%	Shares	Sole	2021-08-16
2020-12-31	$4,268	96	-78.9%	Shares	Sole	2021-02-10
2020-09-30	$18,532	455	+889.1%	Shares	Sole	2020-11-13
2020-06-30	$1,690	46	-93.9%	Shares	Sole	2020-08-11
2020-03-31	$24,003	748	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.