SIGNATUREFD, LLC

Position in SLF — Sun Life Financial Inc

CIK 1456048 ATLANTA, GA

Position in SLF

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,754,182

+$18,402 QoQ

Shares Held

28,040

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3281027104136947.ToString("F0")% Shared 0.ToString("F0")% None 99.67189728958631.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $39,667,834 across 8 Insurance - Diversified names. SLF ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	73,151	$35,053,959
2	SLF	Sun Life Financial Inc This page	28,040	$1,754,182
3	HIG	Hartford Insurance Group, Inc.	7,426	$1,004,217
4	AEG	Aegon Ltd.	119,084	$864,549
5	AIG	American International Group, Inc.	6,243	$469,785
6	ACGL	Arch Capital Group Ltd.	4,807	$461,423
7	BNT	Brookfield Wealth Solutions Ltd.	1,004	$41,565
8	PLGO	Pelagos Insurance Capital Ltd	950	$18,154

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,754,182	28,040	+0.8%	Shares	Sole	2026-04-07
2025-12-31	$1,735,780	27,817	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$1,668,353	27,792	+0.3%	Shares	Sole	2025-10-21
2025-06-30	$1,840,731	27,701	+3.1%	Shares	Sole	2025-07-16
2025-03-31	$1,538,690	26,872	+0.5%	Shares	Sole	2025-05-02
2024-12-31	$1,585,980	26,727	+5.6%	Shares	Sole	2025-02-10
2024-09-30	$1,469,008	25,319	+5.6%	Shares	Sole	2024-10-21
2024-06-30	$1,174,339	23,971	+4.5%	Shares	Sole	2024-07-29
2024-03-31	$1,252,010	22,939	+2.6%	Shares	Sole	2024-05-03
2023-12-31	$1,159,848	22,365	+1.9%	Shares	Sole	2024-02-01
2023-09-30	$1,071,208	21,951	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$1,148,359	22,033	+4.9%	Shares	Sole	2023-08-01
2023-03-31	$980,980	21,006	+3.0%	Shares	Sole	2023-04-28
2022-12-31	$947,153	20,404	+20.4%	Shares	Sole	2023-01-30
2022-09-30	$673,693	16,944	+21.7%	Shares	Sole	2022-11-08
2022-06-30	$637,766	13,922	-1.3%	Shares	Sole	2022-08-10
2022-03-31	$787,537	14,106	+2.7%	Shares	Sole	2022-05-02
2021-12-31	$765,069	13,738	+2.7%	Shares	Sole	2022-01-25
2021-09-30	$687,989	13,372	+3.8%	Shares	Sole	2021-10-28
2021-06-30	$664,195	12,887	+6.6%	Shares	Sole	2021-07-26
2021-03-31	$611,149	12,090	+9.5%	Shares	Sole	2021-04-30
2020-12-31	$491,016	11,044	+4.4%	Shares	Sole	2021-02-11
2020-09-30	$430,964	10,581	+2.2%	Shares	Sole	2020-11-03
2020-06-30	$380,399	10,351	+26.5%	Shares	Sole	2020-07-30
2020-03-31	$262,656	8,185	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.