Rockefeller Capital Management L.P.

Position in SLF — Sun Life Financial Inc

CIK 1739439 NEW YORK, NY

Position in SLF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$356,591

+$133,948 QoQ

Shares Held

5,700

+59.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 60.508771929824555.ToString("F0")% Shared 0.ToString("F0")% None 39.49122807017544.ToString("F0")%

Financial Services · as of Mar 31, 2026

Rockefeller Capital Management L.P. holds $288,883,466 across 8 Insurance - Diversified names. SLF ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	573,746	$274,939,081
2	HIG	Hartford Insurance Group, Inc.	54,977	$7,434,538
3	AIG	American International Group, Inc.	52,751	$3,969,512
4	ACGL	Arch Capital Group Ltd.	14,836	$1,424,104
5	BNT	Brookfield Wealth Solutions Ltd.	11,755	$486,657
6	SLF	Sun Life Financial Inc This page	5,700	$356,591
7	AEG	Aegon Ltd.	33,229	$241,242
8	PLGO	Pelagos Insurance Capital Ltd	1,661	$31,741

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.