CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in SLF — Sun Life Financial Inc
CIK 884546
SAN FRANCISCO, CA
Position in SLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,171,025
+$35,886,776 QoQ
Shares Held
1,851,199
+6.0% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 492 holders
Holding Since
Jun 2024
9 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,784,076,617 across 8 Insurance - Diversified names. SLF ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
11,570,667 | $5,845,223,931 | |
| 2 | AIG |
American International Group, Inc.
|
4,343,856 | $323,747,586 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
|
1,881,726 | $249,366,329 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
2,177,713 | $211,368,823 | |
| 5 | SLF |
Sun Life Financial Inc
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|
1,851,199 | $145,171,025 | |
| 6 | PLGO |
Pelagos Insurance Capital Ltd
|
245,617 | $5,980,773 | |
| 7 | AEG |
Aegon Ltd.
|
341,835 | $2,885,086 | |
| 8 | XZO |
Exzeo Group, Inc.
|
19,743 | $333,064 |
All Filings in SLF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,171,025 | 1,851,199 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $109,284,249 | 1,746,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,772,617 | 1,695,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,434,873 | 1,623,103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $110,185,263 | 1,658,168 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,057,016 | 1,607,702 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $94,732,690 | 1,596,439 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $91,702,408 | 1,580,531 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $73,552,410 | 1,501,376 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||