MORGAN STANLEY

Position in SLF — Sun Life Financial Inc

CIK 895421 NEW YORK, NY

Back to SLF Full portfolio

Position in SLF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$198,384,482

+$11,555,678 QoQ

Shares Held

2,529,769

-15.3% QoQ

Ownership

0.454%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#28

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $15,910,611,426 across 11 Insurance - Diversified names. SLF ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	26,667,841	$13,951,980,830
2	AIG	American International Group, Inc.	9,989,021	$744,481,726
3	HIG	Hartford Insurance Group, Inc.	3,948,913	$523,309,943
4	ACGL	Arch Capital Group Ltd.	4,359,144	$423,098,509
5	SLF	Sun Life Financial Inc This page	2,529,769	$198,384,482
6	AEG	Aegon Ltd.	5,920,668	$49,970,435
7	PLGO	Pelagos Insurance Capital Ltd	518,646	$12,629,028
8	WDH	Waterdrop Inc.	3,271,149	$3,696,397

All Filings in SLF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,384,482	2,529,769	-15.3%	Shares	Defined	2026-08-13
2026-03-31	$186,828,804	2,986,394	-24.4%	Shares	Defined	2026-05-15
2025-12-31	$246,645,108	3,952,646	+86.6%	Shares	Defined	2026-05-27
2025-09-30	$127,135,973	2,117,874	-3.9%	Shares	Defined	2026-05-27
2025-06-30	$146,451,478	2,203,935	+6.4%	Shares	Defined	2025-08-15
2025-03-31	$118,649,301	2,072,115	+8.3%	Shares	Defined	2025-05-15
2024-12-31	$113,544,177	1,913,451	+9.0%	Shares	Defined	2025-05-15
2024-09-30	$101,805,660	1,754,665	-33.5%	Shares	Defined	2025-05-14
2024-06-30	$129,296,951	2,639,252	-6.6%	Shares	Defined	2025-05-14
2024-03-31	$154,181,237	2,824,867	-2.5%	Shares	Defined	2024-10-17
2023-12-31	$150,257,189	2,897,362	+50.1%	Shares	Defined	2024-08-16
2023-09-30	$94,193,610	1,930,197	-18.4%	Shares	Defined	2023-11-15
2023-06-30	$123,349,899	2,366,652	-4.8%	Shares	Defined	2023-08-14
2023-03-31	$116,107,217	2,486,236	+15.0%	Shares	Defined	2023-05-15
2022-12-31	$100,378,604	2,162,400	-0.6%	Shares	Defined	2023-02-14
2022-09-30	$86,526,901	2,176,230	+58.2%	Shares	Defined	2022-11-14
2022-06-30	$63,032,862	1,375,963	+107.8%	Shares	Defined	2022-10-27
2022-03-31	$36,974,308	662,266	-34.9%	Shares	Defined	2022-10-27
2021-12-31	$56,686,679	1,017,897	+92.0%	Shares	Defined	2022-02-14
2021-09-30	$27,274,876	530,124	-30.9%	Shares	Defined	2021-11-15
2021-06-30	$39,550,864	767,382	-36.5%	Shares	Defined	2021-08-23
2021-03-31	$61,088,255	1,208,472	+32.3%	Shares	Defined	2021-05-17
2020-12-31	$40,604,291	913,277	+114.1%	Shares	Defined	2021-02-16
2020-09-30	$17,374,885	426,587	-45.6%	Shares	Defined	2020-11-13
2020-06-30	$28,820,780	784,239	-25.1%	Shares	Defined	2020-08-14
2020-03-31	$33,603,778	1,047,173	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.