CVA Family Office, LLC
Family OfficePosition in SLF — Sun Life Financial Inc
CIK 1802084
DENVER, CO
Position in SLF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$392,100
+$79,300 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#296
of 492 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $9,267,053 across 6 Insurance - Diversified names. SLF ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
13,988 | $8,496,154 | |
| 2 | SLF |
Sun Life Financial Inc
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|
5,000 | $392,100 | |
| 3 | AIG |
American International Group, Inc.
|
2,311 | $172,238 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
1,212 | $117,636 | |
| 5 | HIG |
Hartford Insurance Group, Inc.
|
669 | $88,655 | |
| 6 | AEG |
Aegon Ltd.
|
32 | $270 |
All Filings in SLF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,100 | 5,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $312,800 | 5,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $312,000 | 5,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $300,150 | 5,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $332,250 | 5,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $286,300 | 5,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $296,700 | 5,000 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $290,100 | 5,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $244,950 | 5,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $272,900 | 5,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $259,300 | 5,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $245,952 | 5,040 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $260,600 | 5,000 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $233,500 | 5,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $232,100 | 5,000 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||