Cerity Partners’s CNA Financial CNA Stock Holding History

Cerity Partners’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	$1.15M	Sell	23,710 -6,489	-21%	-$295K	﹤0.01%	1917
2026 Q1	$1.39M	Sell	30,199 -49,119	-62%	-$2.33M	﹤0.01%	1673
2025 Q4	$3.79M	Buy	79,318 +68,933	+664%	+$3.18M	0.01%	1054
2025 Q3	$482K	Sell	10,385 -1,522	-13%	-$70.6K	﹤0.01%	1997
2025 Q2	$554K	Sell	11,907 -9,357	-44%	-$444K	﹤0.01%	1805
2025 Q1	$1.08M	Buy	21,264 +3,033	+17%	+$148K	﹤0.01%	1395
2024 Q4	$883K	Buy	18,231 +7,566	+71%	+$370K	﹤0.01%	1478
2024 Q3	$522K	Buy	10,665 +4,231	+66%	+$207K	﹤0.01%	1752
2024 Q2	$296K	Buy	+6,434	New	+$285K	﹤0.01%	1826

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Cerity Partners's CNA Position: Q2 2026 in Review

Cerity Partners reduced its CNA Financial (CNA) stake by 21% in Q2 2026, selling an estimated $295K and leaving 23,710 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Cerity Partners first reported a position in CNA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Cerity Partners held 23,710 shares of CNA Financial worth $1.15M as of Q2 2026.
Cerity Partners sold 6,489 CNA Financial shares in Q2 2026, an estimated $295K.
CNA Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1917 holding.
Cerity Partners first reported a position in CNA Financial in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's CNA Financial position peaked at $3.79M in Q4 2025.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.