ENVESTNET ASSET MANAGEMENT INC

Position in SLF — Sun Life Financial Inc

CIK 1407543 Berwyn, PA

Position in SLF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,363,331

+$219,672 QoQ

Shares Held

17,385

-4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#200

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

ENVESTNET ASSET MANAGEMENT INC holds $945,282,489 across 7 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,219,768	$611,108,059
2	ACGL	Arch Capital Group Ltd.	2,200,819	$213,611,492
3	HIG	Hartford Insurance Group, Inc.	527,343	$69,883,494
4	AIG	American International Group, Inc.	646,615	$48,192,215
5	SLF	Sun Life Financial Inc This page	17,385	$1,363,331
6	AEG	Aegon Ltd.	82,600	$697,144
7	IGIC	International General Insurance Holdings Ltd.	16,307	$426,754

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363,331	17,385	-4.9%	Shares	Sole	2026-08-03
2026-03-31	$1,143,659	18,281	-8.3%	Shares	Sole	2026-05-04
2025-12-31	$1,243,632	19,930	-2.7%	Shares	Sole	2026-02-10
2025-09-30	$1,230,074	20,491	-16.3%	Shares	Sole	2025-11-05
2025-06-30	$1,626,164	24,472	+12.0%	Shares	Sole	2025-08-01
2025-03-31	$1,251,646	21,859	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$1,294,027	21,807	+3.2%	Shares	Sole	2025-02-13
2024-09-30	$1,226,136	21,133	-6.9%	Shares	Sole	2024-11-07
2024-06-30	$1,111,485	22,688	-77.6%	Shares	Sole	2024-08-08
2024-03-31	$5,527,480	101,273	+289.2%	Shares	Sole	2024-05-13
2023-12-31	$1,349,293	26,018	-46.2%	Shares	Sole	2024-02-13
2023-09-30	$2,359,626	48,353	+8.3%	Shares	Sole	2023-11-13
2023-06-30	$2,327,939	44,665	-0.2%	Shares	Sole	2023-08-04
2023-03-31	$2,090,899	44,773	+104.7%	Shares	Sole	2023-05-11
2022-12-31	$1,015,483	21,876	-6.2%	Shares	Sole	2023-02-07
2022-09-30	$927,322	23,323	-8.1%	Shares	Sole	2022-11-10
2022-06-30	$1,162,520	25,377	-0.1%	Shares	Sole	2022-08-03
2022-03-31	$1,417,691	25,393	+22.7%	Shares	Sole	2022-05-04
2021-12-31	$1,152,281	20,691	+1.3%	Shares	Sole	2022-02-04
2021-09-30	$1,050,969	20,427	+46.8%	Shares	Sole	2021-10-07
2021-06-30	$717,179	13,915	-48.3%	Shares	Sole	2021-08-04
2021-03-31	$1,360,148	26,907	+15.2%	Shares	Sole	2021-05-04
2020-12-31	$1,038,541	23,359	+13.3%	Shares	Sole	2021-02-02
2020-09-30	$840,096	20,626	-9.9%	Shares	Sole	2020-10-09
2020-06-30	$841,538	22,899	-16.1%	Shares	Sole	2020-07-08
2020-03-31	$876,313	27,308	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.