Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CNA Financial CNA Stock Holding History

Carson Wealth (CWM 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
Q1 		$537K Buy
11,705
+844
+8% +$40K ﹤0.01% 1960
2025
Q4 		$518K Sell
10,861
-1,876
-15% -$86.5K ﹤0.01% 1893
2025
Q3 		$592K Sell
12,737
-12,714
-50% -$590K ﹤0.01% 1702
2025
Q2 		$1.18M Sell
25,451
-6,839
-21% -$324K ﹤0.01% 1167
2025
Q1 		$1.64M Buy
32,290
+10,735
+50% +$523K 0.01% 901
2024
Q4 		$1.04M Buy
21,555
+11,901
+123% +$581K ﹤0.01% 1058
2024
Q3 		$472K Buy
9,654
+5,131
+113% +$251K ﹤0.01% 1338
2024
Q2 		$208K Buy
4,523
+2,804
+163% +$124K ﹤0.01% 1569
2024
Q1 		$78K Buy
1,719
+533
+45% +$23.5K ﹤0.01% 2021
2023
Q4 		$50K Sell
1,186
-212
-15% -$8.63K ﹤0.01% 2183
2023
Q3 		$55K Buy
1,398
+641
+85% +$25.3K ﹤0.01% 2000
2023
Q2 		$29K Sell
757
-14
-2% -$545 ﹤0.01% 2387
2023
Q1 		$30K Buy
771
+97
+14% +$4.07K ﹤0.01% 2221
2022
Q4 		$29K Buy
674
+51
+8% +$2.09K ﹤0.01% 2101
2022
Q3 		$23K Buy
623
+126
+25% +$5.13K ﹤0.01% 2136
2022
Q2 		$22K Buy
497
+320
+181% +$14.7K ﹤0.01% 2047
2022
Q1 		$9K Buy
177
+172
+3,440% +$8K ﹤0.01% 2525
2021
Q4 		$0 Buy
+5
New +$222 ﹤0.01% 3510
2017
Q4 		– Sell
-42
Closed -$2K – 1469
2017
Q3 		$2K Buy
+42
New +$2.1K ﹤0.01% 1273

Other funds holding CNA

LC
Loews Corp New York $12.5B AUM 4.69% 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 $170B AUM 46.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CNA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CNA Financial (CNA) stake by 7.8% in Q1 2026, buying an estimated $40K and bringing the position to 11,705 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Carson Wealth (CWM LLC) first reported a position in CNA in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2025. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,705 shares of CNA Financial worth $537K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 844 CNA Financial shares in Q1 2026, an estimated $40K.
  • CNA Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1960 holding.
  • Carson Wealth (CWM LLC) first reported a position in CNA Financial in Q3 2017 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s CNA Financial position peaked at $1.64M in Q1 2025.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.