Global Retirement Partners, LLC
PensionPosition in SLF — Sun Life Financial Inc
CIK 1749744
San Rafael, CA
Position in SLF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$189,070
-$298,024 QoQ
Shares Held
2,411
-69.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 492 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $27,864,502 across 8 Insurance - Diversified names. SLF ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
50,916 | $25,477,857 | |
| 2 | AIG |
American International Group, Inc.
|
14,148 | $1,054,450 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
5,612 | $743,702 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
3,698 | $358,927 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
2,411 | $189,070 | |
| 6 | AEG |
Aegon Ltd.
|
3,625 | $30,595 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
215 | $9,171 | |
| 8 | PLGO |
Pelagos Insurance Capital Ltd
|
30 | $730 |
All Filings in SLF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,070 | 2,411 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $487,094 | 7,806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,050 | 334 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $36,613 | 551 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $23,201 | 391 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,627 | 390 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,204 | 392 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $214,008 | 3,921 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $20,173 | 389 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $18,885 | 387 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,118 | 386 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $17,932 | 384 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,639 | 380 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,029 | 378 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,530 | 470 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $40,197 | 720 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $19,190 | 373 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $19,172 | 372 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $18,804 | 372 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $16,494 | 371 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $18,613 | 457 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $16,758 | 456 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $14,600 | 455 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||