Vanguard Personalized Indexing Management, LLC
Position in SLF — Sun Life Financial Inc
CIK 1767306
OAKLAND, CA
Position in SLF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,891,126
-$93,755 QoQ
Shares Held
30,229
-5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 76.2545899632803.ToString("F0")%
Shared 0.ToString("F0")%
None 23.745410036719704.ToString("F0")%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $145,150,996 across 7 Insurance - Diversified names. SLF ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
240,293 | $115,148,405 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
89,772 | $12,139,867 | |
| 3 | AIG |
American International Group, Inc.
|
126,750 | $9,537,937 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
54,923 | $5,272,058 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
30,229 | $1,891,126 | |
| 6 | AEG |
Aegon Ltd.
|
125,586 | $911,754 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,035 | $249,849 |
All Filings in SLF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,891,126 | 30,229 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,984,881 | 31,809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,675,317 | 27,908 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,022,804 | 30,441 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,443,524 | 25,210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,435,019 | 24,183 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,312,702 | 22,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,047,210 | 21,376 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,010,985 | 18,523 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $822,862 | 15,867 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $850,096 | 17,420 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $739,374 | 14,186 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $577,212 | 12,360 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $574,261 | 12,371 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $297,683 | 7,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $499,374 | 10,901 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $480,305 | 8,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $499,650 | 8,972 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $372,652 | 7,243 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $310,167 | 6,018 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $398,637 | 7,886 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $343,097 | 7,717 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $354,310 | 8,699 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||