Corient Private Wealth LLC

Position in SLF — Sun Life Financial Inc

CIK 1948780 MIAMI, FL

Position in SLF

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,410,540

+$387,185 QoQ

Shares Held

17,987

+10.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#197

of 492 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 32% Shared 15% None 53%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $1,054,428,200 across 6 Insurance - Diversified names. SLF ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	1,765,527	$1,014,413,237
2	AIG	American International Group, Inc.	328,782	$24,504,122
3	HIG	Hartford Insurance Group, Inc.	72,318	$9,583,581
4	ACGL	Arch Capital Group Ltd.	39,751	$3,858,232
5	SLF	Sun Life Financial Inc This page	17,987	$1,410,540
6	AEG	Aegon Ltd.	78,020	$658,488

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,410,540	17,987	+10.0%	Shares	Sole	2026-08-17
2026-03-31	$1,023,355	16,358	-8.5%	Shares	Other	2026-05-15
2025-12-31	$1,114,963	17,868	-1.1%	Shares	Sole	2026-03-09
2025-09-30	$1,084,081	18,059	+14.7%	Shares	Sole	2025-11-14
2025-06-30	$1,046,254	15,745	+2.2%	Shares	Other	2025-09-26
2025-03-31	$882,204	15,407	-23.5%	Shares	Sole	2025-05-14
2024-12-31	$1,195,285	20,143	+94.8%	Shares	Sole	2025-02-10
2024-09-30	$600,100	10,343	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$507,732	10,364	+7.4%	Shares	Sole	2024-08-13
2024-03-31	$526,751	9,651	+1.4%	Shares	Sole	2024-05-09
2023-12-31	$493,396	9,514	-12.3%	Shares	Sole	2024-02-09
2023-09-30	$529,138	10,843	+38.1%	Shares	Sole	2023-11-03
2023-06-30	$409,246	7,852	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$372,105	7,968	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.