Rockefeller Capital Management L.P.

Position in SLF — Sun Life Financial Inc

CIK 1739439 NEW YORK, NY

Position in SLF

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

Position Value

$515,767

+$159,176 QoQ

Shares Held

6,577

+15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#265

of 492 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $371,821,149 across 8 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	604,144	$358,433,832
2	HIG	Hartford Insurance Group, Inc.	56,187	$7,445,899
3	AIG	American International Group, Inc.	51,109	$3,809,152
4	ACGL	Arch Capital Group Ltd.	12,833	$1,245,568
5	SLF	Sun Life Financial Inc This page	6,577	$515,767
6	AEG	Aegon Ltd.	37,784	$318,895
7	PLGO	Pelagos Insurance Capital Ltd	1,184	$28,830
8	BNT	Brookfield Wealth Solutions Ltd.	544	$23,206

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,767	6,577	+15.4%	Shares	Defined	2026-08-13
2026-03-31	$356,591	5,700	+59.8%	Shares	Defined	2026-05-14
2025-12-31	$222,643	3,568	-17.4%	Shares	Defined	2026-03-17
2025-09-30	$259,149	4,317	+748.1%	Shares	Defined	2025-11-14
2022-12-31	$23,627	509	+0.8%	Shares	Defined	2023-03-06
2022-09-30	$20,078	505	0.0%	Shares	Defined	2022-11-02
2022-06-30	$23,134	505	+3507.1%	Shares	Defined	2022-08-12
2021-12-31	$779	14	-30.0%	Shares	Defined	2022-02-14
2021-06-30	$1,030	20	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.