O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in SLF — Sun Life Financial Inc

CIK 1423442 Stamford, CT

Position in SLF

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,767,320

-$4,455,270 QoQ

Shares Held

28,250

-71.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Financial Services · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $246,206,089 across 6 Insurance - Diversified names. SLF ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	317,440	$152,117,248
2	AIG	American International Group, Inc.	569,436	$42,850,058
3	HIG	Hartford Insurance Group, Inc.	309,383	$41,837,862
4	AEG	Aegon Ltd.	536,195	$3,892,775
5	ACGL	Arch Capital Group Ltd.	38,971	$3,740,826
6	SLF	Sun Life Financial Inc This page	28,250	$1,767,320

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,767,320	28,250	-71.7%	Shares	Sole	2026-05-13
2025-12-31	$6,222,590	99,721	-10.5%	Shares	Sole	2026-02-11
2025-09-30	$6,692,024	111,478	+13.6%	Shares	Sole	2025-11-13
2025-06-30	$6,518,944	98,103	-4.8%	Shares	Sole	2025-08-12
2025-03-31	$5,900,757	103,052	-8.7%	Shares	Sole	2025-05-13
2024-12-31	$6,695,806	112,838	+18.7%	Shares	Sole	2025-02-12
2024-09-30	$5,516,483	95,079	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$4,811,013	98,204	-12.2%	Shares	Sole	2024-08-14
2024-03-31	$6,102,262	111,804	-9.8%	Shares	Sole	2024-05-13
2023-12-31	$6,429,758	123,983	-2.2%	Shares	Sole	2024-02-09
2023-09-30	$6,188,181	126,807	-8.3%	Shares	Sole	2023-11-13
2023-06-30	$7,206,997	138,277	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$6,436,754	137,832	-5.8%	Shares	Sole	2023-05-12
2022-12-31	$6,794,588	146,372	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$5,962,330	149,958	-15.2%	Shares	Sole	2022-11-14
2022-06-30	$8,102,277	176,867	-13.3%	Shares	Sole	2022-08-11
2022-03-31	$11,386,249	203,945	-5.6%	Shares	Sole	2022-05-13
2021-12-31	$12,028,650	215,993	+206.6%	Shares	Defined	2022-02-11
2021-09-30	$3,624,703	70,451	-69.1%	Shares	Sole	2021-11-10
2021-06-30	$11,756,840	228,111	+1.2%	Shares	Sole	2021-08-09
2021-03-31	$11,389,268	225,307	+388.3%	Shares	Sole	2021-05-14
2020-12-31	$2,051,473	46,142	-91.0%	Shares	Sole	2021-02-11
2020-09-30	$20,893,390	512,973	+5.5%	Shares	Sole	2020-11-12
2020-06-30	$17,861,088	486,016	-21.9%	Shares	Sole	2020-08-13
2020-03-31	$19,975,639	622,488	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.