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Burney Company’s CNA Financial CNA Stock Holding History

Burney Company’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
Q2 		$1.25M Buy
25,799
+1,325
+5% +$60.3K 0.03% 316
2026
Q1 		$1.12M Buy
24,474
+3,133
+15% +$148K 0.04% 307
2025
Q4 		$1.02M Sell
21,341
-2,024
-9% -$93.3K 0.03% 326
2025
Q3 		$1.09M Sell
23,365
-116
-0.5% -$5.38K 0.03% 303
2025
Q2 		$1.09M Buy
23,481
+1,969
+9% +$93.4K 0.04% 302
2025
Q1 		$1.09M Buy
21,512
+8,103
+60% +$395K 0.04% 301
2024
Q4 		$649K Buy
13,409
+2,117
+19% +$103K 0.02% 383
2024
Q3 		$553K Buy
+11,292
New +$552K 0.02% 420

Other funds holding CNA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Burney Company's CNA Position: Q2 2026 in Review

Burney Company increased its CNA Financial (CNA) stake by 5.4% in Q2 2026, buying an estimated $60.3K and bringing the position to 25,799 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #316.

Burney Company first reported a position in CNA in Q3 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Burney Company held 25,799 shares of CNA Financial worth $1.25M as of Q2 2026.
  • Burney Company bought 1,325 CNA Financial shares in Q2 2026, an estimated $60.3K.
  • CNA Financial made up 0.03% of Burney Company's portfolio in Q2 2026, its #316 holding.
  • Burney Company first reported a position in CNA Financial in Q3 2024 and has held it in 8 quarters since.
  • 27 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.