BURNEY CO/

Position in SLF — Sun Life Financial Inc

CIK 940445 RESTON, VA

Position in SLF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,640,268

+$658,262 QoQ

Shares Held

59,172

-7.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#131

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $21,787,202 across 3 Insurance - Diversified names. SLF ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	32,872	$16,448,819
2	SLF	Sun Life Financial Inc This page	59,172	$4,640,268
3	HIG	Hartford Insurance Group, Inc.	5,268	$698,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,640,268	59,172	-7.0%	Shares	Sole	2026-07-15
2026-03-31	$3,982,006	63,651	-25.4%	Shares	Sole	2026-04-29
2025-12-31	$5,323,344	85,310	-1.5%	Shares	Sole	2026-01-23
2025-09-30	$5,199,018	86,607	-0.5%	Shares	Sole	2025-10-16
2025-06-30	$5,784,073	87,044	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$4,984,712	87,054	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$5,171,481	87,150	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$5,026,968	86,642	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$4,304,310	87,861	-1.6%	Shares	Sole	2024-07-29
2024-03-31	$4,871,374	89,252	+0.3%	Shares	Sole	2024-05-22
2023-12-31	$4,616,266	89,014	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$4,367,502	89,498	-3.6%	Shares	Sole	2023-11-08
2023-06-30	$4,836,840	92,802	-33.9%	Shares	Sole	2023-08-09
2023-03-31	$6,560,462	140,481	+4.3%	Shares	Sole	2023-05-10
2022-12-31	$6,252,449	134,693	+83.8%	Shares	Sole	2023-02-06
2022-09-30	$2,914,288	73,297	+256.4%	Shares	Sole	2022-11-15
2022-06-30	$942,082	20,565	-4.5%	Shares	Sole	2022-08-12
2022-03-31	$1,202,299	21,535	+0.9%	Shares	Sole	2022-05-09
2021-12-31	$1,188,034	21,333	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,092,489	21,234	-2.6%	Shares	Sole	2021-11-12
2021-06-30	$1,124,138	21,811	-1.7%	Shares	Sole	2021-08-06
2021-03-31	$1,121,755	22,191	+4.3%	Shares	Sole	2021-05-13
2020-12-31	$946,153	21,281	-6.2%	Shares	Sole	2021-02-11
2020-09-30	$923,919	22,684	-17.3%	Shares	Sole	2020-12-14
2020-06-30	$1,008,346	27,438	-5.6%	Shares	Sole	2020-08-13
2020-03-31	$932,631	29,063	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.