Creative Planning

Position in SLF — Sun Life Financial Inc

CIK 1540235 OVERLAND PARK, KS

Position in SLF

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

Position Value

$9,334,253

+$2,727,105 QoQ

Shares Held

119,029

+12.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#106

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $1,657,932,269 across 8 Insurance - Diversified names. SLF ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	2,847,604	$1,588,052,780
2	HIG	Hartford Insurance Group, Inc.	139,916	$18,541,668
3	AIG	American International Group, Inc.	226,161	$16,855,779
4	ACGL	Arch Capital Group Ltd.	115,045	$11,166,266
5	SLF	Sun Life Financial Inc This page	119,029	$9,334,253
6	PLGO	Pelagos Insurance Capital Ltd	320,661	$7,808,095
7	AEG	Aegon Ltd.	685,666	$5,787,021
8	XZO	Exzeo Group, Inc.	22,905	$386,407

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,334,253	119,029	+12.7%	Shares	Defined	2026-08-13
2026-03-31	$6,607,148	105,613	+26.3%	Shares	Defined	2026-05-12
2025-12-31	$5,218,262	83,626	+4.2%	Shares	Defined	2026-02-17
2025-09-30	$4,818,788	80,273	+19.0%	Shares	Sole	2025-11-14
2025-06-30	$4,482,849	67,462	+12.1%	Shares	Defined	2025-08-08
2025-03-31	$3,444,532	60,156	+6.1%	Shares	Sole	2025-05-15
2024-12-31	$3,364,814	56,704	+16.8%	Shares	Defined	2025-02-14
2024-09-30	$2,817,334	48,558	+1.2%	Shares	Defined	2024-10-11
2024-06-30	$2,349,950	47,968	+33.5%	Shares	Sole	2024-08-15
2024-03-31	$1,960,458	35,919	+8.6%	Shares	Defined	2024-05-13
2023-12-31	$1,715,320	33,076	+7.3%	Shares	Defined	2024-02-14
2023-09-30	$1,504,406	30,828	-9.5%	Shares	Sole	2023-11-16
2023-06-30	$1,774,789	34,052	+57.2%	Shares	Defined	2023-07-21
2023-03-31	$1,011,522	21,660	+32.8%	Shares	Sole	2023-05-15
2022-12-31	$757,249	16,313	+14.1%	Shares	Sole	2023-02-10
2022-09-30	$568,329	14,294	+49.9%	Shares	Sole	2022-11-03
2022-06-30	$436,706	9,533	+19.0%	Shares	Sole	2022-08-15
2022-03-31	$447,254	8,011	+6.1%	Shares	Sole	2022-05-16
2021-12-31	$420,348	7,548	-5.5%	Shares	Sole	2022-02-11
2021-09-30	$410,982	7,988	+6.9%	Shares	Sole	2021-11-10
2021-06-30	$385,003	7,470	-35.9%	Shares	Sole	2021-08-04
2021-03-31	$589,311	11,658	+13.3%	Shares	Sole	2021-04-30
2020-12-31	$457,360	10,287	-28.3%	Shares	Sole	2021-01-29
2020-09-30	$584,312	14,346	+55.1%	Shares	Sole	2020-11-05
2020-06-30	$339,937	9,250	+16.9%	Shares	Sole	2020-07-23
2020-03-31	$254,024	7,916	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.