Northwest & Ethical Investments L.P.
Position in SLF — Sun Life Financial Inc
CIK 2033536
TORONTO, A6
Position in SLF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,101,728
+$4,685,771 QoQ
Shares Held
358,349
-4.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#78
of 492 holders
Holding Since
Mar 2020
26 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, 2026Northwest & Ethical Investments L.P. holds $35,004,996 across 5 Insurance - Diversified names. SLF ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLF |
Sun Life Financial Inc
This page
|
358,349 | $28,101,728 | |
| 2 | BRK-B |
Berkshire Hathaway Inc
|
8,142 | $4,074,175 | |
| 3 | AIG |
American International Group, Inc.
|
20,119 | $1,499,469 | |
| 4 | HIG |
Hartford Insurance Group, Inc.
|
9,208 | $1,220,244 | |
| 5 | BNT |
Brookfield Wealth Solutions Ltd.
|
2,564 | $109,380 |
All Filings in SLF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,101,728 | 358,349 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,415,957 | 374,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,632,779 | 442,833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,335,939 | 538,663 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,529,208 | 670,116 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,129,961 | 735,766 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,883,717 | 688,974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $34,189,561 | 589,272 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,450,828 | 601,160 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,538,234 | 577,835 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $29,042,429 | 560,016 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $30,950,570 | 634,233 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $33,923,448 | 650,872 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $30,595,738 | 655,155 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $31,443,190 | 677,363 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $28,931,880 | 727,663 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $30,698,701 | 670,131 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $33,369,200 | 597,693 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $32,404,507 | 581,873 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $31,979,467 | 621,564 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $32,116,687 | 623,141 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $26,734,125 | 528,865 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $24,210,693 | 544,550 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $23,759,071 | 583,331 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $22,965,773 | 624,919 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $18,897,929 | 588,904 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||