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MBM Wealth Consultants’s CNA Financial CNA Stock Holding History

MBM Wealth Consultants’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 		$435K Buy
9,471
+720
+8% +$34.1K 0.1% 89
2025
Q4 		$418K Buy
8,751
+893
+11% +$41.2K 0.1% 85
2025
Q3 		$365K Buy
7,858
+432
+6% +$20K 0.09% 92
2025
Q2 		$346K Buy
7,426
+566
+8% +$26.9K 0.09% 94
2025
Q1 		$348K Buy
6,860
+849
+14% +$41.4K 0.1% 90
2024
Q4 		$289K Buy
6,011
+439
+8% +$21.4K 0.09% 91
2024
Q3 		$273K Sell
5,572
-2
-0% -$98 0.09% 91
2024
Q2 		$254K Buy
5,574
+39
+0.7% +$1.73K 0.09% 88
2024
Q1 		$251K Sell
5,535
-108
-2% -$4.77K 0.09% 90
2023
Q4 		$249K Buy
+5,643
New +$230K 0.09% 91

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

MBM Wealth Consultants's CNA Position: Q1 2026 in Review

MBM Wealth Consultants increased its CNA Financial (CNA) stake by 8.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 9,471 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #89.

MBM Wealth Consultants first reported a position in CNA in Q4 2023 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

  • MBM Wealth Consultants held 9,471 shares of CNA Financial worth $435K as of Q1 2026.
  • MBM Wealth Consultants bought 720 CNA Financial shares in Q1 2026, an estimated $34.1K.
  • CNA Financial made up 0.1% of MBM Wealth Consultants's portfolio in Q1 2026, its #89 holding.
  • MBM Wealth Consultants first reported a position in CNA Financial in Q4 2023 and has held it in 10 quarters since.
  • 295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.