Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in SLF — Sun Life Financial Inc

CIK 1510434 Seattle, WA

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Position in SLF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$959,468

+$209,562 QoQ

Shares Held

12,235

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#220

of 492 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $34,942,608 across 5 Insurance - Diversified names. SLF ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	41,899	$20,965,839
2	HIG	Hartford Insurance Group, Inc.	35,667	$4,726,590
3	ACGL	Arch Capital Group Ltd.	46,696	$4,532,313
4	AIG	American International Group, Inc.	50,428	$3,758,398
5	SLF	Sun Life Financial Inc This page	12,235	$959,468

All Filings in SLF

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,468	12,235	+2.1%	Shares	Sole	2026-07-15
2026-03-31	$749,906	11,987	+5.1%	Shares	Other	2026-05-04
2025-12-31	$711,422	11,401	+96.2%	Shares	Sole	2026-01-16
2025-09-30	$348,834	5,811	0.0%	Shares	Sole	2025-11-10
2025-06-30	$386,140	5,811	+0.6%	Shares	Sole	2025-07-21
2025-03-31	$330,733	5,776	0.0%	Shares	Sole	2025-05-08
2024-12-31	$342,747	5,776	0.0%	Shares	Sole	2025-01-22
2024-09-30	$335,123	5,776	-16.7%	Shares	Sole	2024-11-01
2024-06-30	$339,598	6,932	+20.0%	Shares	Sole	2024-08-09
2024-03-31	$315,254	5,776	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.