SEI INVESTMENTS CO

Position in SLF — Sun Life Financial Inc

CIK 350894 OAKS, PA

Position in SLF

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$362,097

+$13,157 QoQ

Shares Held

5,788

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $590,825,401 across 9 Insurance - Diversified names. SLF ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	591,360	$283,379,710
2	ACGL	Arch Capital Group Ltd.	1,620,619	$155,563,216
3	AIG	American International Group, Inc.	1,338,187	$100,698,570
4	HIG	Hartford Insurance Group, Inc.	340,205	$46,005,921
5	AEG	Aegon Ltd.	412,972	$2,998,176
6	XZO	Exzeo Group, Inc.	107,490	$1,576,878
7	SLF	Sun Life Financial Inc This page	5,788	$362,097
8	PLGO	Pelagos Insurance Capital Ltd	10,490	$200,463

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$362,097	5,788	+3.5%	Shares	Sole	2026-05-13
2025-12-31	$348,940	5,592	+18.3%	Shares	Sole	2026-02-13
2025-09-30	$283,821	4,728	-76.3%	Shares	Sole	2025-11-13
2025-06-30	$1,326,474	19,962	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$1,121,322	19,583	+4.7%	Shares	Sole	2025-05-14
2024-12-31	$1,109,597	18,699	+14.9%	Shares	Sole	2025-02-11
2024-09-30	$943,985	16,270	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$795,940	16,247	0.0%	Shares	Sole	2024-08-13
2024-03-31	$886,760	16,247	0.0%	Shares	Sole	2024-05-07
2023-12-31	$842,568	16,247	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$774,016	15,861	0.0%	Shares	Sole	2023-11-14
2023-06-30	$826,675	15,861	-3.0%	Shares	Sole	2023-08-11
2023-03-31	$763,544	16,350	0.0%	Shares	Sole	2023-05-12
2022-12-31	$758,966	16,350	0.0%	Shares	Sole	2023-02-10
2022-09-30	$650,075	16,350	0.0%	Shares	Sole	2022-11-14
2022-06-30	$748,992	16,350	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$911,257	16,322	-14.9%	Shares	Sole	2022-05-13
2021-12-31	$1,067,800	19,174	-6.8%	Shares	Sole	2022-02-14
2021-09-30	$1,058,480	20,573	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$1,056,312	20,495	-5.1%	Shares	Sole	2021-08-06
2021-03-31	$1,092,233	21,607	-3.2%	Shares	Sole	2021-05-12
2020-12-31	$991,902	22,310	-15.1%	Shares	Sole	2021-02-08
2020-09-30	$1,070,098	26,273	-13.1%	Shares	Defined	2020-12-04
2020-06-30	$1,110,952	30,230	-9.5%	Shares	Sole	2020-08-17
2020-03-31	$1,071,355	33,386	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.