Steward Partners Investment Advisory, LLC
Position in SLF — Sun Life Financial Inc
CIK 1723397
STAMFORD, CT
Position in SLF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$496,851
+$125,072 QoQ
Shares Held
7,942
+33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $141,559,815 across 7 Insurance - Diversified names. SLF ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
284,657 | $136,407,634 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
19,630 | $2,654,564 | |
| 3 | AIG |
American International Group, Inc.
|
18,141 | $1,365,110 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
6,578 | $631,422 | |
| 5 | SLF |
Sun Life Financial Inc
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|
7,942 | $496,851 | |
| 6 | AEG |
Aegon Ltd.
|
435 | $3,158 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
26 | $1,076 |
All Filings in SLF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,851 | 7,942 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $371,779 | 5,958 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $292,706 | 4,876 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,617 | 3,305 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $194,855 | 3,403 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $190,066 | 3,203 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $185,838 | 3,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $152,211 | 3,107 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $157,354 | 2,883 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $149,512 | 2,883 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $140,690 | 2,883 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $124,671 | 2,392 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $151,728 | 3,249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $64,616 | 1,392 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $55,703 | 1,401 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,775 | 1,414 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $85,029 | 1,523 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $77,520 | 1,392 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $71,618 | 1,392 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $71,743 | 1,392 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $114,596 | 2,267 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $61,888 | 1,392 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $56,696 | 1,392 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $58,506 | 1,592 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $51,087 | 1,592 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||