Corient Private Wealth
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Corient Private Wealth’s CNA Financial CNA Stock Holding History

Corient Private Wealth’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 		$4.19M Buy
91,902
+36,176
+65% +$1.71M 0.01% 919
2025
Q4 		$1.22M Buy
55,726
+49,879
+853% +$2.3M ﹤0.01% 1784
2025
Q3 		$272K Buy
+5,847
New +$271K ﹤0.01% 2184

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $654B AUM 26.35% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Corient Private Wealth's CNA Position: Q1 2026 in Review

Corient Private Wealth increased its CNA Financial (CNA) stake by 65% in Q1 2026, buying an estimated $1.71M and bringing the position to 91,902 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #919.

Corient Private Wealth first reported a position in CNA in Q3 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • Corient Private Wealth held 91,902 shares of CNA Financial worth $4.19M as of Q1 2026.
  • Corient Private Wealth bought 36,176 CNA Financial shares in Q1 2026, an estimated $1.71M.
  • CNA Financial made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #919 holding.
  • Corient Private Wealth first reported a position in CNA Financial in Q3 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.