RITHOLTZ WEALTH MANAGEMENT

Position in SLF — Sun Life Financial Inc

CIK 1698218 NEW YORK, NY

Position in SLF

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$765,849

+$161,270 QoQ

Shares Held

9,766

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#235

of 492 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $47,670,100 across 5 Insurance - Diversified names. SLF ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	51,702	$34,103,009
2	HIG	Hartford Insurance Group, Inc.	77,155	$10,224,580
3	AIG	American International Group, Inc.	26,873	$2,002,844
4	SLF	Sun Life Financial Inc This page	9,766	$765,849
5	AEG	Aegon Ltd.	67,988	$573,818

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,849	9,766	+1.1%	Shares	Sole	2026-08-11
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.