Envestnet Asset Management
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Envestnet Asset Management’s CNA Financial CNA Stock Holding History

Envestnet Asset Management’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
2025
Q2 		– Sell
-16,489
Closed -$837K – 4451
2025
Q1 		$837K Buy
16,489
+105
+0.6% +$5.12K ﹤0.01% 3314
2024
Q4 		$792K Buy
16,384
+13
+0.1% +$635 ﹤0.01% 3313
2024
Q3 		$801K Sell
16,371
-354
-2% -$17.3K ﹤0.01% 3262
2024
Q2 		$771K Sell
16,725
-2,935
-15% -$130K ﹤0.01% 3196
2024
Q1 		$893K Sell
19,660
-25,174
-56% -$1.11M ﹤0.01% 3107
2023
Q4 		$1.9M Buy
44,834
+9,400
+27% +$383K ﹤0.01% 2508
2023
Q3 		$1.39M Buy
35,434
+19,094
+117% +$755K ﹤0.01% 2576
2023
Q2 		$631K Sell
16,340
-423
-3% -$16.5K ﹤0.01% 3084
2023
Q1 		$654K Buy
16,763
+783
+5% +$32.8K ﹤0.01% 2970
2022
Q4 		$676K Buy
15,980
+185
+1% +$7.58K ﹤0.01% 2915
2022
Q3 		$583K Sell
15,795
-380
-2% -$15.5K ﹤0.01% 2917
2022
Q2 		$726K Sell
16,175
-533
-3% -$24.4K ﹤0.01% 2835
2022
Q1 		$812K Buy
16,708
+913
+6% +$42.5K ﹤0.01% 2805
2021
Q4 		$696K Sell
15,795
-576
-4% -$25.6K ﹤0.01% 2871
2021
Q3 		$687K Buy
16,371
+84
+0.5% +$3.67K ﹤0.01% 2779
2021
Q2 		$741K Buy
16,287
+513
+3% +$24.1K ﹤0.01% 2720
2021
Q1 		$704K Buy
15,774
+950
+6% +$40.5K ﹤0.01% 2643
2020
Q4 		$578K Buy
14,824
+663
+5% +$22.6K ﹤0.01% 2582
2020
Q3 		$425K Sell
14,161
-5,771
-29% -$186K ﹤0.01% 2555
2020
Q2 		$641K Buy
19,932
+2,155
+12% +$66.4K ﹤0.01% 2255
2020
Q1 		$552K Buy
17,777
+6,482
+57% +$274K ﹤0.01% 2169
2019
Q4 		$506K Buy
11,295
+939
+9% +$42.4K ﹤0.01% 2454
2019
Q3 		$510K Buy
10,356
+1,578
+18% +$75.6K ﹤0.01% 2357
2019
Q2 		$413K Buy
8,778
+3,828
+77% +$174K ﹤0.01% 2488
2019
Q1 		$215K Buy
4,950
+61
+1% +$2.7K ﹤0.01% 2798
2018
Q4 		$216K Buy
+4,889
New +$220K ﹤0.01% 2648
2018
Q3 		– Sell
-3,154
Closed -$144K – 1491
2018
Q2 		$144K Sell
3,154
-6
-0.2% -$290 ﹤0.01% 1825
2018
Q1 		$154K Buy
3,160
+505
+19% +$26.4K ﹤0.01% 1735
2017
Q4 		$141K Buy
2,655
+63
+2% +$3.32K ﹤0.01% 1983
2017
Q3 		$130K Sell
2,592
-6,821
-72% -$341K ﹤0.01% 1993
2017
Q2 		$458K Buy
9,413
+28
+0.3% +$1.28K ﹤0.01% 1523
2017
Q1 		$415K Buy
9,385
+1,380
+17% +$58.8K ﹤0.01% 1620
2016
Q4 		$332K Sell
8,005
-482
-6% -$18.3K ﹤0.01% 1683
2016
Q3 		$292K Sell
8,487
-638
-7% -$20.7K ﹤0.01% 1852
2016
Q2 		$287K Sell
9,125
-398
-4% -$12.7K ﹤0.01% 1908
2016
Q1 		$306K Sell
9,523
-283
-3% -$8.92K ﹤0.01% 1857
2015
Q4 		$345K Sell
9,806
-171
-2% -$6.12K ﹤0.01% 1772
2015
Q3 		$348K Buy
9,977
+419
+4% +$15.8K ﹤0.01% 1756
2015
Q2 		$365K Buy
9,558
+2,749
+40% +$109K ﹤0.01% 1866
2015
Q1 		$282K Buy
+6,809
New +$274K ﹤0.01% 1810

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Envestnet Asset Management's CNA Position: Q2 2025 in Review

Envestnet Asset Management sold out of CNA Financial (CNA) in Q2 2025, closing a stake of 16,489 shares — an estimated $837K sold.

Envestnet Asset Management first reported a position in CNA in Q1 2015 and held it in 40 quarters. The position peaked at $1.9M in Q4 2023. 266 funds tracked by Wall St. Rank hold CNA as of Q2 2025.

  • Envestnet Asset Management reported no remaining CNA Financial position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 16,489 CNA Financial shares in Q2 2025, an estimated $837K.
  • Envestnet Asset Management first reported a position in CNA Financial in Q1 2015 and held it in 40 quarters.
  • Envestnet Asset Management's CNA Financial position peaked at $1.9M in Q4 2023.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.