WELLINGTON MANAGEMENT GROUP LLP

Position in SLF — Sun Life Financial Inc

CIK 902219 Boston, MA

Position in SLF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$220,385,917

+$84,608,888 QoQ

Shares Held

2,810,328

+29.5% QoQ

Ownership

0.505%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#27

of 492 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 87% None 13%

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $4,406,987,871 across 4 Insurance - Diversified names. SLF ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIG	American International Group, Inc.	30,331,704	$2,260,621,897
2	BRK-B	Berkshire Hathaway Inc	3,618,141	$1,810,481,572
3	SLF	Sun Life Financial Inc This page	2,810,328	$220,385,917
4	ACGL	Arch Capital Group Ltd.	1,189,970	$115,498,485

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,385,917	2,810,328	+29.5%	Shares	Defined	2026-08-14
2026-03-31	$135,777,029	2,170,349	-3.3%	Shares	Defined	2026-05-15
2025-12-31	$140,101,038	2,245,209	+123.4%	Shares	Defined	2026-02-17
2025-09-30	$60,328,227	1,004,968	-5.5%	Shares	Defined	2025-11-14
2025-06-30	$70,646,914	1,063,159	+31.5%	Shares	Defined	2025-08-14
2025-03-31	$46,283,773	808,309	-40.2%	Shares	Defined	2025-05-13
2024-12-31	$80,153,563	1,350,751	+2071.4%	Shares	Defined	2025-02-12
2024-09-30	$3,609,192	62,206	-54.4%	Shares	Defined	2024-11-14
2024-06-30	$6,683,313	136,422	+4.4%	Shares	Defined	2024-08-14
2024-03-31	$7,133,823	130,704	+11.1%	Shares	Defined	2024-05-15
2023-12-31	$6,099,513	117,615	+59.7%	Shares	Defined	2024-02-12
2023-09-30	$3,593,777	73,643	+20.5%	Shares	Defined	2023-11-14
2023-03-31	$2,855,004	61,135	+2.6%	Shares	Defined	2023-05-12
2022-12-31	$2,767,189	59,612	+4.1%	Shares	Defined	2023-02-13
2022-09-30	$2,277,651	57,285	+4.7%	Shares	Defined	2022-11-14
2021-03-31	$2,766,702	54,732	-9.6%	Shares	Defined	2021-05-17
2020-12-31	$2,692,986	60,571	+443.6%	Shares	Defined	2021-02-12
2020-03-31	$357,545	11,142	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.