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BFSG LLC’s CNA Financial CNA Stock Holding History

BFSG 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
2025
Q1 		– Sell
-3,095
Closed -$150K – 685
2024
Q4 		$150K Sell
3,095
-180
-5% -$8.79K 0.02% 268
2024
Q3 		$160K Sell
3,275
-2,880
-47% -$141K 0.02% 271
2024
Q2 		$284K Hold
6,155
– – 0.04% 203
2024
Q1 		$280K Sell
6,155
-300
-5% -$13.2K 0.04% 202
2023
Q4 		$273K Hold
6,455
– – 0.04% 205
2023
Q3 		$254K Buy
+6,455
New +$255K 0.04% 210
2018
Q2 		– Sell
-4,250
Closed -$210K – 134
2018
Q1 		$210K Sell
4,250
-205
-5% -$10.7K 0.09% 134
2017
Q4 		$236K Sell
4,455
-600
-12% -$31.6K 0.1% 134
2017
Q3 		$254K Sell
5,055
-1,545
-23% -$77.3K 0.11% 107
2017
Q2 		$322K Buy
+6,600
New +$302K 0.16% 86

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFSG LLC's CNA Position: Q1 2025 in Review

BFSG LLC sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 3,095 shares — an estimated $150K sold.

BFSG LLC first reported a position in CNA in Q2 2017 and held it in 10 quarters. The position peaked at $322K in Q2 2017. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • BFSG LLC reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • BFSG LLC sold 3,095 CNA Financial shares in Q1 2025, an estimated $150K.
  • BFSG LLC first reported a position in CNA Financial in Q2 2017 and held it in 10 quarters.
  • BFSG LLC's CNA Financial position peaked at $322K in Q2 2017.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on BFSG LLC's 13F filing for Q1 2025, filed 18 Apr 2025.