Covestor
CNA icon

Covestor’s CNA Financial CNA Stock Holding History

Covestor’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
Q3 		$47K Sell
1,052
-998
-49% -$50K 0.03% 767
2026
Q2 		$100K Buy
2,050
+951
+87% +$43.3K 0.06% 358
2026
Q1 		$50K Sell
1,099
-510
-32% -$24.1K 0.03% 710
2025
Q4 		$77K Buy
1,609
+897
+126% +$41.3K 0.04% 703
2025
Q3 		$33K Buy
712
+402
+130% +$18.6K 0.02% 1081
2025
Q2 		$14K Sell
310
-1,679
-84% -$79.7K 0.01% 1365
2025
Q1 		$101K Sell
1,989
-90
-4% -$4.39K 0.07% 482
2024
Q4 		$100K Buy
2,079
+521
+33% +$25.5K 0.06% 524
2024
Q3 		$77K Sell
1,558
-413
-21% -$20.2K 0.05% 665
2024
Q2 		$91K Hold
1,971
– – 0.06% 548
2024
Q1 		$90K Buy
1,971
+888
+82% +$39.2K 0.06% 610
2023
Q4 		$45K Sell
1,083
-820
-43% -$33.4K 0.03% 898
2023
Q3 		$75K Buy
1,903
+506
+36% +$20K 0.06% 581
2023
Q2 		$54K Buy
1,397
+582
+71% +$22.7K 0.04% 749
2023
Q1 		$32K Sell
815
-950
-54% -$39.8K 0.03% 869
2022
Q4 		$75K Buy
1,765
+6
+0.3% +$246 0.06% 546
2022
Q3 		$65K Sell
1,759
-2,034
-54% -$82.8K 0.06% 583
2022
Q2 		$170K Sell
3,793
-587
-13% -$26.9K 0.13% 154
2022
Q1 		$213K Buy
4,380
+2,130
+95% +$99.1K 0.14% 135
2021
Q4 		$99K Buy
+2,250
New +$100K 0.14% 162

Other funds holding CNA

Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Torray Investment Partners
Torray Investment Partners Bethesda, Maryland $758M AUM 24.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Covestor's CNA Position: Q3 2026 in Review

Covestor reduced its CNA Financial (CNA) stake by 49% in Q3 2026, selling an estimated $50K and leaving 1,052 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #767.

Covestor first reported a position in CNA in Q4 2021 and has held it in 20 quarters since. The position peaked at $213K in Q1 2022. 91 funds tracked by Wall St. Rank hold CNA as of Q3 2026.

  • Covestor held 1,052 shares of CNA Financial worth $47K as of Q3 2026.
  • Covestor sold 998 CNA Financial shares in Q3 2026, an estimated $50K.
  • CNA Financial made up 0.03% of Covestor's portfolio in Q3 2026, its #767 holding.
  • Covestor first reported a position in CNA Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's CNA Financial position peaked at $213K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held CNA Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.