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Blake Schutter Theil Wealth Advisors’s CNA Financial CNA Stock Holding History

Blake Schutter Theil Wealth Advisors’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
Q2 		– Sell
-4,200
Closed -$213K – 103
2025
Q1 		$213K Hold
4,200
– – 0.24% 109
2024
Q4 		$203K Buy
+4,200
New +$205K 0.21% 113

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's CNA Position: Q2 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of CNA Financial (CNA) in Q2 2025, closing a stake of 4,200 shares — an estimated $213K sold.

Blake Schutter Theil Wealth Advisors first reported a position in CNA in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2025. 266 funds tracked by Wall St. Rank hold CNA as of Q2 2025.

  • Blake Schutter Theil Wealth Advisors reported no remaining CNA Financial position as of Q2 2025 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 4,200 CNA Financial shares in Q2 2025, an estimated $213K.
  • Blake Schutter Theil Wealth Advisors first reported a position in CNA Financial in Q4 2024 and held it in 2 quarters.
  • Blake Schutter Theil Wealth Advisors's CNA Financial position peaked at $213K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q2 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.