O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in SLF — Sun Life Financial Inc

CIK 1423442 Stamford, CT

Position in SLF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,001,133

+$1,233,813 QoQ

Shares Held

38,270

+35.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#151

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

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $244,341,162 across 6 Insurance - Diversified names. SLF ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	304,954	$155,589,329
2	AIG	American International Group, Inc.	538,972	$40,169,582
3	HIG	Hartford Insurance Group, Inc.	291,461	$38,624,411
4	AEG	Aegon Ltd.	481,842	$4,066,746
5	SLF	Sun Life Financial Inc This page	38,270	$3,001,133
6	ACGL	Arch Capital Group Ltd.	29,775	$2,889,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,001,133	38,270	+35.5%	Shares	Sole	2026-08-13
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.