| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $7.1M | 0.01% | 91.03K | New | Q2 2026 |
| Maverick Capital · Lee Ainslie | $233.8K | 0.00% | 2.98K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a SLF trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 28, 2026 | Brown (Randolph)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 838 | $66.67K |
| Sep 28, 2026 | Deacon (Timothy)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 579 | $46.06K |
| Sep 28, 2026 | Dougherty (Linda)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 303 | $24.10K |
| Sep 28, 2026 | Goulet (Jacques Jr.)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 875 | $69.61K |
| Sep 28, 2026 | Goulet (Jacques Jr.)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 78.92 per share. | 9 | $710 |
| Sep 28, 2026 | Healy (David)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 434 | $34.53K |
| Sep 28, 2026 | Kennedy (Brennan)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 108 | $8.59K |
| Sep 28, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 356 | $28.32K |
| Sep 28, 2026 | Money, Laura AnnSenior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 493 | $39.22K |
| Sep 28, 2026 | Murphy (Thomas)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 753 | $59.90K |
| Sep 28, 2026 | Pagano, Helena JaninaSenior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 400 | $31.82K |
| Sep 28, 2026 | Peacher (Stephen)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 982 | $78.12K |
| Sep 28, 2026 | Singh (Manjit)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 852 | $67.78K |
| Sep 28, 2026 | Strain (Kevin David)Director of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 2.5K | $201.27K |
| Sep 28, 2026 | Tan (Jessica Sy)Senior Officer of Issuer | Acquisition under a purchase/ownership plan at price 79.55 per share. | 1K | $79.71K |
| Sep 7, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Exercise of options at price 49.43 per share. | 11.7K | $580.36K |
| Sep 7, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Exercise of options at price 49.43 per share. | 15.1K | $747.14K |
| Sep 7, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Exercise of options at price 49.12 per share. | 1 | $49 |
| Sep 7, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Exercise of options at price 49.12 per share. | 14.2K | $697.78K |
| Sep 7, 2026 | Kennedy, Melissa JaneSenior Officer of Issuer | Disposition in the public market at price 79.86 per share. | 11.7K | $937.56K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.0 | 4.0 | -4.6 | 15.2 | -0.4 | 9.2 | 5.8 | -5.5 | -0.5 | -0.8 | +23.9% | ||
| 2025 | -2.8 | -3.6 | 3.1 | 4.0 | 8.6 | 2.8 | -8.2 | -4.2 | 2.7 | 1.4 | -2.9 | 5.5 | +5.2% |
| 2024 | 0.0 | 2.4 | 2.7 | -6.5 | -1.8 | -2.3 | 1.3 | 9.9 | 6.4 | -4.5 | 10.8 | -3.3 | +14.4% |
| 2023 | 8.2 | -3.8 | -3.3 | 5.1 | -1.4 | 7.7 | 0.9 | -7.3 | 0.0 | -6.4 | 10.6 | 2.7 | +11.7% |
| 2022 | 1.6 | -7.1 | 6.2 | -10.9 | -1.9 | -6.1 | 1.4 | -5.1 | -9.8 | 6.8 | 11.7 | -2.1 | −16.6% |
| 2021 | 4.0 | 3.9 | 5.2 | 6.7 | -0.1 | -4.3 | 1.0 | -1.1 | 0.0 | 10.7 | -6.8 | 4.9 | +25.3% |
| 2020 | 3.2 | -8.0 | -25.8 | 7.0 | 0.1 | 6.8 | 6.0 | 7.2 | -2.5 | -2.2 | 11.7 | -0.1 | −2.4% |
| 2019 | 8.7 | 4.7 | 1.6 | 8.1 | -6.4 | 6.4 | 0.1 | -0.9 | 9.3 | 0.2 | 1.8 | -0.2 | +37.3% |
| 2018 | 5.1 | -5.1 | -0.1 | 0.4 | 0.1 | -2.9 | 1.9 | -2.8 | 0.1 | -7.9 | 0.5 | -9.8 | −19.6% |
| 2017 | 2.7 | -7.8 | 0.4 | -3.4 | -7.3 | 9.2 | 7.2 | 0.2 | 3.7 | -2.2 | 1.6 | 4.4 | +7.4% |
| 2016 | -8.7 | 4.5 | 8.4 | 5.7 | 1.1 | -4.8 | 0.5 | -4.4 | 3.2 | 2.9 | 14.7 | 0.0 | +23.1% |
| 2015 | -15.2 | 0.8 | 0.0 | 3.9 | -0.2 | 4.5 | -2.3 | -2.3 | 1.2 | 4.5 | -2.1 | -5.5 | −13.5% |
| 2014 | -6.7 | 5.2 | -0.1 | -2.3 | 0.0 | 8.4 | 3.9 | -2.5 | -2.5 | -1.8 | 4.9 | -3.4 | +2.1% |
| 2013 | 9.8 | -4.3 | -2.2 | 3.3 | 3.8 | 1.2 | 9.6 | -6.2 | 5.1 | 5.3 | 3.9 | 1.0 | +33.2% |
| 2012 | 8.1 | 9.8 | 7.8 | 3.4 | -15.9 | 5.6 | -0.4 | 7.7 | -0.6 | 6.8 | 10.2 | -2.9 | +43.3% |
| 2011 | 4.7 | 5.5 | -5.4 | 4.2 | -4.1 | -4.3 | -7.9 | -2.3 | -12.1 | 6.0 | -28.7 | 3.1 | −38.5% |
| 2010 | 1.8 | -2.6 | 12.7 | -8.7 | -3.5 | -7.0 | 6.9 | -16.7 | 11.1 | 8.8 | -4.8 | 11.6 | +4.8% |
| 2009 | -13.0 | -22.7 | 14.7 | 30.0 | 13.6 | 2.0 | 26.7 | -13.6 | 6.0 | -12.4 | 1.4 | 3.5 | +24.1% |
| 2008 | -11.5 | -3.4 | -2.5 | 4.2 | -3.9 | -12.2 | -4.6 | -1.8 | -7.8 | -33.6 | -14.0 | 14.6 | −58.6% |
| 2007 | 1.3 | 0.9 | 4.8 | 4.3 | -0.2 | 1.1 | -0.2 | 1.0 | 9.0 | 11.0 | -8.6 | 5.2 | +32.1% |
Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.
Buy / hold / sell counts