SIF
CVLC icon

State Insurance Fund’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

State Insurance Fund’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255M Hold
2,697,658
– – 100% 1
2026
Q1 		$216M Hold
2,697,658
– – 100% 1
2025
Q4 		$227M Hold
2,697,658
– – 100% 1
2025
Q3 		$221M Hold
2,697,658
– – 100% 1
2025
Q2 		$206M Hold
2,697,658
– – 100% 1
2025
Q1 		$186M Hold
2,697,658
– – 100% 1
2024
Q4 		$198M Hold
2,697,658
– – 100% 1
2024
Q3 		$193M Hold
2,697,658
– – 100% 1
2024
Q2 		$183M Hold
2,697,658
– – 100% 1
2024
Q1 		$177M Hold
2,697,658
– – 100% 1
2023
Q4 		$161M Buy
+2,697,658
New +$150M 100% 1

Other funds holding CVLC

WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

State Insurance Fund's CVLC Position: Q2 2026 in Review

State Insurance Fund held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 2,697,658 shares worth $255M. The position accounts for 100% of the portfolio, ranked #1.

State Insurance Fund first reported a position in CVLC in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • State Insurance Fund held 2,697,658 shares of Calvert US Large-Cap Core Responsible Index ETF worth $255M as of Q2 2026.
  • State Insurance Fund left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 100% of State Insurance Fund's portfolio in Q2 2026, its #1 holding.
  • State Insurance Fund first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on State Insurance Fund's 13F filing for Q2 2026, filed 22 Jul 2026.