CAPTRUST FINANCIAL ADVISORS

Position in SLF — Sun Life Financial Inc

CIK 1512024 RALEIGH, NC

Position in SLF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,730,536

+$3,494,143 QoQ

Shares Held

75,616

+281.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81.3981168006771.ToString("F0")% Shared 0.ToString("F0")% None 18.601883199322895.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $506,826,102 across 7 Insurance - Diversified names. SLF ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,010,888	$484,417,529
2	AIG	American International Group, Inc.	94,973	$7,146,718
3	ACGL	Arch Capital Group Ltd.	66,310	$6,365,096
4	SLF	Sun Life Financial Inc This page	75,616	$4,730,536
5	HIG	Hartford Insurance Group, Inc.	27,395	$3,704,625
6	BNT	Brookfield Wealth Solutions Ltd.	6,631	$274,523
7	AEG	Aegon Ltd.	25,768	$187,075

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,730,536	75,616	+281.6%	Shares	Sole	2026-05-15
2025-12-31	$1,236,393	19,814	-3.3%	Shares	Sole	2026-02-17
2025-09-30	$1,230,314	20,495	+0.0%	Shares	Sole	2025-11-19
2025-06-30	$1,361,759	20,493	-26.3%	Shares	Sole	2025-08-15
2025-03-31	$1,592,171	27,806	+37.0%	Shares	Sole	2025-05-15
2024-12-31	$1,204,186	20,293	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,176,877	20,284	-2.5%	Shares	Sole	2024-11-14
2024-06-30	$1,018,992	20,800	+100.9%	Shares	Sole	2024-08-15
2024-03-31	$565,175	10,355	-40.4%	Shares	Sole	2024-05-15
2023-12-31	$901,637	17,386	+43.4%	Shares	Sole	2024-02-14
2023-09-30	$591,504	12,121	+9.5%	Shares	Sole	2023-11-15
2023-06-30	$576,812	11,067	-9.4%	Shares	Sole	2023-08-15
2023-03-31	$570,253	12,211	+10.4%	Shares	Sole	2023-05-15
2022-12-31	$513,637	11,065	+2.1%	Shares	Sole	2023-02-15
2022-09-30	$430,799	10,835	-4.7%	Shares	Sole	2022-11-16
2022-06-30	$521,088	11,375	+20.4%	Shares	Sole	2022-08-23
2022-03-31	$527,537	9,449	+10.7%	Shares	Sole	2022-05-16
2021-12-31	$475,425	8,537	+16.8%	Shares	Sole	2022-02-14
2021-09-30	$376,099	7,310	+41.9%	Shares	Sole	2021-11-16
2021-06-30	$265,585	5,153	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$260,838	5,160	-0.5%	Shares	Sole	2021-05-17
2020-12-31	$230,480	5,184	-5.7%	Shares	Sole	2021-02-16
2020-09-30	$223,811	5,495	-1.2%	Shares	Sole	2020-11-17
2020-06-30	$204,440	5,563	+22.9%	Shares	Sole	2020-08-14
2020-03-31	$145,207	4,525	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.