RITHOLTZ WEALTH MANAGEMENT

Position in SLF — Sun Life Financial Inc

CIK 1698218 NEW YORK, NY

Position in SLF

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$604,579

+$306,058 QoQ

Shares Held

9,664

+102.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 2.5455298013245033.ToString("F0")% Shared 0.ToString("F0")% None 97.4544701986755.ToString("F0")%

Financial Services · as of Mar 31, 2026

RITHOLTZ WEALTH MANAGEMENT holds $37,553,603 across 6 Insurance - Diversified names. SLF ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	49,514	$23,727,108
2	HIG	Hartford Insurance Group, Inc.	77,305	$10,453,955
3	AIG	American International Group, Inc.	28,593	$2,151,623
4	SLF	Sun Life Financial Inc This page	9,664	$604,579
5	AEG	Aegon Ltd.	56,561	$410,632
6	ACGL	Arch Capital Group Ltd.	2,143	$205,706

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$604,579	9,664	+102.0%	Shares	Sole	2026-04-20
2025-12-31	$298,521	4,784	+0.8%	Shares	Sole	2026-01-23
2025-09-30	$284,842	4,745	-0.7%	Shares	Sole	2025-10-28
2025-06-30	$317,431	4,777	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$274,848	4,800	0.0%	Shares	Sole	2025-04-17
2024-12-31	$284,832	4,800	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$281,629	4,854	-2.8%	Shares	Sole	2024-10-10
2024-06-30	$244,558	4,992	-1.9%	Shares	Sole	2024-08-01
2024-03-31	$277,648	5,087	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$263,189	5,075	+0.2%	Shares	Sole	2024-01-18
2023-09-30	$247,220	5,066	-1.2%	Shares	Sole	2023-10-13
2023-06-30	$267,271	5,128	-4.1%	Shares	Sole	2023-07-17
2023-03-31	$249,751	5,348	-5.2%	Shares	Sole	2023-04-20
2022-12-31	$261,901	5,642	-37.5%	Shares	Sole	2023-01-19
2022-09-30	$358,953	9,028	+29.5%	Shares	Sole	2022-10-19
2022-06-30	$319,249	6,969	-32.4%	Shares	Sole	2022-07-15
2022-03-31	$575,216	10,303	-11.3%	Shares	Sole	2022-04-14
2021-12-31	$646,727	11,613	-10.7%	Shares	Sole	2022-01-18
2021-09-30	$669,107	13,005	+16.4%	Shares	Sole	2021-10-14
2021-06-30	$575,753	11,171	+14.7%	Shares	Sole	2021-07-20
2021-03-31	$492,306	9,739	+29.7%	Shares	Sole	2021-05-12
2020-12-31	$333,850	7,509	+26.0%	Shares	Sole	2021-01-19
2020-09-30	$242,791	5,961	+7.1%	Shares	Sole	2020-10-23
2020-06-30	$204,550	5,566	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.