MATHER GROUP, LLC.

Position in SLF — Sun Life Financial Inc

CIK 1527641 CHICAGO, IL

Position in SLF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$102,573

+$47,771 QoQ

Shares Held

1,308

+49.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#392

of 492 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $24,713,468 across 5 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	46,166	$23,101,004
2	AIG	American International Group, Inc.	11,632	$866,932
3	ACGL	Arch Capital Group Ltd.	3,652	$354,463
4	HIG	Hartford Insurance Group, Inc.	2,177	$288,496
5	SLF	Sun Life Financial Inc This page	1,308	$102,573

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,573	1,308	+49.3%	Shares	Sole	2026-07-27
2026-03-31	$54,802	876	+480.1%	Shares	Sole	2026-04-13
2025-09-30	$9,064	151	0.0%	Shares	Sole	2025-10-21
2025-03-31	$8,646	151	0.0%	Shares	Sole	2025-04-25
2024-12-31	$8,960	151	0.0%	Shares	Sole	2025-01-27
2024-09-30	$8,761	151	+403.3%	Shares	Sole	2024-10-07
2024-06-30	$1,469	30	0.0%	Shares	Sole	2024-07-09
2024-03-31	$1,637	30	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.