Ballentine Partners, LLC

Position in SLF — Sun Life Financial Inc

CIK 1374889 Waltham, MA

Position in SLF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$355,007

+$91,669 QoQ

Shares Held

4,527

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#304

of 492 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $29,200,838 across 5 Insurance - Diversified names. SLF ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	46,440	$23,238,110
2	HIG	Hartford Insurance Group, Inc.	31,317	$4,150,128
3	ACGL	Arch Capital Group Ltd.	10,316	$1,001,269
4	AEG	Aegon Ltd.	54,067	$456,324
5	SLF	Sun Life Financial Inc This page	4,527	$355,007

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,007	4,527	-1.6%	Shares	Other	2026-07-17
2025-03-31	$263,338	4,599	—	Shares	Other	2025-05-01
No filing history on record for this holder in this stock.