Systematic Alpha Investments, LLC
Position in SLF — Sun Life Financial Inc
CIK 1806755
PRINCETON, NJ
Position in SLF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,668,363
+$3,977,815 QoQ
Shares Held
250,808
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#88
of 492 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Systematic Alpha Investments, LLC holds $20,341,887 across 2 Insurance - Diversified names. SLF ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
This page
|
250,808 | $19,668,363 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
1,346 | $673,524 |
All Filings in SLF
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,668,363 | 250,808 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,690,548 | 250,808 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,650,419 | 250,808 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,056,004 | 250,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,666,191 | 250,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,361,266 | 250,808 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,882,946 | 250,808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,551,880 | 250,808 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,287,083 | 250,808 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,689,100 | 250,808 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,006,902 | 250,808 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,239,430 | 250,808 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,072,112 | 250,808 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,712,733 | 250,808 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,642,507 | 250,808 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,972,126 | 250,808 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,489,514 | 250,808 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $14,002,610 | 250,808 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,967,497 | 250,808 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,904,071 | 250,808 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,926,644 | 250,808 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,678,344 | 250,808 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,683,043 | 172,808 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||