Rothwell Investment Advisors, LLC’s CNA Financial CNA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8K	Buy	+178	New	+$8.92K	﹤0.01%	814

Other funds holding CNA

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Patrick Mauro Investment Advisor Oak Brook, Illinois $200M AUM 7.63% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CNA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CNA Financial (CNA) in Q3 2026: 178 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

147 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

Rothwell Investment Advisors, LLC held 178 shares of CNA Financial worth $8K as of Q3 2026.
CNA Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CNA Financial made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #814 holding.
147 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.