Corient Private Wealth LLC

Position in SLF — Sun Life Financial Inc

CIK 1948780 MIAMI, FL

Position in SLF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,023,355

-$91,608 QoQ

Shares Held

16,358

-8.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 75.39430248196601.ToString("F0")% Shared 15.460325223132413.ToString("F0")% None 9.145372294901577.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $888,650,949 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	1,752,623	$839,856,941
2	AIG	American International Group, Inc.	354,930	$26,708,482
3	HIG	Hartford Insurance Group, Inc.	115,866	$15,668,558
4	ACGL	Arch Capital Group Ltd.	51,375	$4,931,486
5	SLF	Sun Life Financial Inc This page	16,358	$1,023,355
6	AEG	Aegon Ltd.	63,654	$462,127

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.