Venturi Wealth Management, LLC

Position in SLF — Sun Life Financial Inc

CIK 1666363 AUSTIN, TX

Position in SLF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$483,067

+$142,616 QoQ

Shares Held

6,160

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#273

of 492 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $8,625,379 across 5 Insurance - Diversified names. SLF ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	9,569	$4,788,230
2	ACGL	Arch Capital Group Ltd.	19,327	$1,875,878
3	AIG	American International Group, Inc.	13,458	$1,003,024
4	SLF	Sun Life Financial Inc This page	6,160	$483,067
5	AEG	Aegon Ltd.	56,301	$475,180

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,067	6,160	+13.2%	Shares	Other	2026-07-20
2026-03-31	$340,451	5,442	—	Shares	Other	2026-04-21
No filing history on record for this holder in this stock.