CVA Family Office, LLC
Family OfficePosition in PRU — Prudential Financial Inc
CIK 1802084
DENVER, CO
Position in PRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$128,004
+$12,144 QoQ
Shares Held
1,186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,054
of 1,403 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $893,894 across 13 Insurance - Life names. PRU ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,230 | $261,467 | |
| 2 | MET |
Metlife Inc
|
2,646 | $223,878 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
1,186 | $128,004 | |
| 4 | UNM |
Unum Group
|
1,430 | $127,842 | |
| 5 | LNC |
Lincoln National Corp
|
1,676 | $59,246 | |
| 6 | GL |
Globe Life Inc.
|
223 | $39,845 | |
| 7 | PRI |
Primerica, Inc.
|
62 | $17,620 | |
| 8 | JXN |
Jackson Financial Inc.
|
94 | $9,624 |
All Filings in PRU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,004 | 1,186 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $115,860 | 1,186 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $118,524 | 1,050 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $135,276 | 1,304 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $139,672 | 1,300 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $130,777 | 1,171 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $158,000 | 1,333 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $139,991 | 1,156 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $126,330 | 1,078 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $124,913 | 1,064 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $109,932 | 1,060 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $43,051 | 488 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $34,668 | 419 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $62,659 | 630 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $60,903 | 710 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $127,254 | 1,330 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $188,481 | 1,595 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $114,193 | 1,055 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $87,099 | 850 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $64,681 | 710 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||