CX Institutional

Position in SLF — Sun Life Financial Inc

CIK 1737089 AUBURN, IN

Position in SLF

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$92,849

+$18,778 QoQ

Shares Held

1,184

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#396

of 492 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $9,744,022 across 5 Insurance - Diversified names. SLF ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	15,051	$7,531,369
2	HIG	Hartford Insurance Group, Inc.	9,123	$1,208,979
3	AIG	American International Group, Inc.	6,246	$465,514
4	ACGL	Arch Capital Group Ltd.	4,588	$445,311
5	SLF	Sun Life Financial Inc This page	1,184	$92,849

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,849	1,184	0.0%	Shares	Sole	2026-07-02
2026-03-31	$74,071	1,184	-37.7%	Shares	Sole	2026-04-06
2025-12-31	$118,497	1,899	0.0%	Shares	Sole	2026-02-02
2025-09-30	$113,996	1,899	0.0%	Shares	Sole	2025-10-23
2025-06-30	$126,188	1,899	0.0%	Shares	Sole	2025-07-16
2025-03-31	$108,736	1,899	0.0%	Shares	Sole	2025-04-15
2020-09-30	$77,346	1,899	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.