Jeremy Grantham's SLF Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 529,521 shares of Sun Life Financial Inc. (SLF) worth $33.08 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in SLF, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 1.85 M shares. Largest reduction occurred in Q4 2016, reducing 1.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sun Life Financial (SLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sun Life Financial (SLF) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +84,069 | Add 18.87% | 529,521 | $62.47 |
| Q3 2025 | -33,031 | Reduce 6.90% | 445,452 | $60.05 |
| Q2 2025 | +37,310 | Add 8.46% | 478,483 | $66.42 |
| Q1 2025 | +159,904 | Add 56.85% | 441,173 | $57.24 |
| Q4 2024 | -106,830 | Reduce 27.53% | 281,269 | $59.34 |
| Q3 2024 | -34,160 | Reduce 8.09% | 388,099 | $58.04 |
| Q2 2024 | -72,353 | Reduce 14.63% | 422,259 | $49.00 |
| Q1 2024 | -244,624 | Reduce 33.09% | 494,612 | $54.59 |
| Q4 2023 | +116,958 | Add 18.80% | 739,236 | $51.95 |
| Q3 2023 | +276,432 | Add 79.93% | 622,278 | $48.85 |
| Q2 2023 | +345,846 | New Buy | 345,846 | $52.12 |
| Q3 2021 | -19,900 | Sold Out | 0 | $0.00 |
| Q2 2021 | -245,100 | Reduce 92.49% | 19,900 | $51.61 |
| Q1 2021 | -303,800 | Reduce 53.41% | 265,000 | $50.53 |
| Q4 2020 | -435,400 | Reduce 43.36% | 568,800 | $44.43 |
| Q3 2020 | -192,900 | Reduce 16.11% | 1 M | $40.65 |
| Q2 2020 | -565,241 | Reduce 32.07% | 1.2 M | $36.66 |
| Q1 2020 | +746,400 | Add 73.47% | 1.76 M | $31.86 |
| Q4 2019 | +462,900 | Add 83.70% | 1.02 M | $45.63 |
| Q3 2019 | +10,100 | Add 1.86% | 553,041 | $44.79 |
| Q2 2019 | -614,645 | Reduce 53.10% | 542,941 | $41.36 |
| Q1 2019 | -166,500 | Reduce 12.57% | 1.16 M | $38.42 |
| Q4 2018 | +64,700 | Add 5.14% | 1.32 M | $33.18 |
| Q3 2018 | +512,986 | Add 68.73% | 1.26 M | $39.75 |
| Q2 2018 | +550,300 | Add 280.62% | 746,400 | $40.15 |
| Q1 2018 | +196,100 | New Buy | 196,100 | $41.04 |
| Q3 2017 | -338,000 | Sold Out | 0 | $0.00 |
| Q2 2017 | -519,600 | Reduce 60.59% | 338,000 | $35.70 |
| Q1 2017 | -306,801 | Reduce 26.35% | 857,600 | $36.41 |
| Q4 2016 | -1.01 M | Reduce 46.48% | 1.16 M | $38.44 |
| Q3 2016 | -340,900 | Reduce 13.55% | 2.18 M | $32.48 |
| Q2 2016 | -442,700 | Reduce 14.96% | 2.52 M | $32.68 |
| Q1 2016 | +3,300 | Add 0.11% | 2.96 M | $32.39 |
| Q4 2015 | +1.85 M | Add 168.06% | 2.96 M | $31.06 |
| Q3 2015 | +1.1 M | New Buy | 1.1 M | $32.10 |
| Q4 2014 | -16,900 | Sold Out | 0 | $0.00 |
| Q2 2014 | -10,000 | Reduce 37.17% | 16,900 | $36.80 |
| Q1 2014 | -24,200 | Reduce 47.36% | 26,900 | $34.68 |
| Q4 2013 | -23,500 | Reduce 31.50% | 51,100 | $35.30 |
| Q3 2013 | -432,603 | Reduce 85.29% | 74,600 | $32.01 |
| Q2 2013 | +507,203 | Add 0.00% | 507,203 | $29.53 |
Jeremy Grantham's Sun Life Financial Investment FAQs
Jeremy Grantham first purchased Sun Life Financial Inc. (SLF) in Q2 2013, acquiring 507,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Sun Life Financial Inc. (SLF) for 42 quarters since Q2 2013.
Jeremy Grantham's largest addition to Sun Life Financial Inc. (SLF) was in Q4 2015, adding 2,955,900 shares worth $91.82 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 529,521 shares of Sun Life Financial Inc. (SLF), valued at approximately $33.08 M.
As of the Q4 2025 filing, Sun Life Financial Inc. (SLF) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sun Life Financial Inc. (SLF) was 2,959,200 shares, as reported at the end of Q1 2016.