CWM, LLC

Position in SLF — Sun Life Financial Inc

CIK 1535847 OMAHA, NE

Position in SLF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$383,242

-$61,857 QoQ

Shares Held

6,126

-14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.4854717597126998.ToString("F0")% Shared 0.ToString("F0")% None 98.5145282402873.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $217,325,359 across 9 Insurance - Diversified names. SLF ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	394,551	$189,068,839
2	ACGL	Arch Capital Group Ltd.	246,167	$23,629,570
3	HIG	Hartford Insurance Group, Inc.	16,071	$2,173,281
4	AIG	American International Group, Inc.	19,937	$1,500,259
5	PLGO	Pelagos Insurance Capital Ltd	25,160	$480,807
6	SLF	Sun Life Financial Inc This page	6,126	$383,242
7	AEG	Aegon Ltd.	11,651	$84,586
8	BNT	Brookfield Wealth Solutions Ltd.	106	$4,388

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$383,242	6,126	-14.1%	Shares	Sole	2026-05-14
2025-12-31	$445,099	7,133	-16.9%	Shares	Sole	2026-01-26
2025-09-30	$515,417	8,586	+33.7%	Shares	Sole	2025-10-15
2025-06-30	$426,609	6,420	+27.8%	Shares	Sole	2025-07-25
2025-03-31	$287,674	5,024	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$297,649	5,016	+0.3%	Shares	Sole	2025-02-04
2024-09-30	$290,158	5,001	-20.8%	Shares	Sole	2024-10-08
2024-06-30	$309,273	6,313	+36.3%	Shares	Sole	2024-07-10
2024-03-31	$252,814	4,632	+1.7%	Shares	Sole	2024-04-05
2023-12-31	$236,222	4,555	-22.6%	Shares	Sole	2024-02-01
2023-09-30	$287,139	5,884	+12.3%	Shares	Sole	2023-10-11
2023-06-30	$273,160	5,241	-13.9%	Shares	Sole	2023-08-03
2023-03-31	$284,356	6,089	-0.3%	Shares	Sole	2023-05-01
2022-12-31	$283,486	6,107	-1.9%	Shares	Sole	2023-02-01
2022-09-30	$247,466	6,224	+21.8%	Shares	Sole	2022-10-27
2022-06-30	$234,180	5,112	-8.6%	Shares	Sole	2022-07-28
2022-03-31	$312,368	5,595	+5.6%	Shares	Sole	2022-04-21
2021-12-31	$294,934	5,296	+46.8%	Shares	Sole	2022-01-31
2021-06-30	$185,956	3,608	0.0%	Shares	Sole	2021-09-15
2021-03-31	$182,384	3,608	0.0%	Shares	Sole	2021-09-15
2020-12-31	$160,411	3,608	0.0%	Shares	Sole	2021-09-15
2020-09-30	$146,953	3,608	0.0%	Shares	Sole	2021-09-15
2020-06-30	$132,594	3,608	0.0%	Shares	Sole	2021-09-15
2020-03-31	$115,780	3,608	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.