Vanguard Personalized Indexing Management, LLC
Position in SLF — Sun Life Financial Inc
CIK 1767306
OAKLAND, CA
Position in SLF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,553,982
+$662,856 QoQ
Shares Held
32,568
+7.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#156
of 492 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $156,773,775 across 7 Insurance - Diversified names. SLF ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
248,946 | $128,311,836 | |
| 2 | HIG |
Hartford Insurance Group, Inc.
|
79,423 | $10,525,135 | |
| 3 | AIG |
American International Group, Inc.
|
120,502 | $8,981,014 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
50,934 | $4,943,654 | |
| 5 | SLF |
Sun Life Financial Inc
This page
|
32,568 | $2,553,982 | |
| 6 | AEG |
Aegon Ltd.
|
137,411 | $1,159,748 | |
| 7 | BNT |
Brookfield Wealth Solutions Ltd.
|
6,995 | $298,406 |
All Filings in SLF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553,982 | 32,568 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||