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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
Q2 		$558K Buy
11,475
+2,004
+21% +$91.2K 0.11% 82
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 $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
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

MBM Wealth Consultants's CNA Position: Q2 2026 in Review

MBM Wealth Consultants increased its CNA Financial (CNA) stake by 21% in Q2 2026, buying an estimated $91.2K and bringing the position to 11,475 shares worth $558K. The position accounts for 0.11% of the portfolio, ranked #82.

MBM Wealth Consultants first reported a position in CNA in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • MBM Wealth Consultants held 11,475 shares of CNA Financial worth $558K as of Q2 2026.
  • MBM Wealth Consultants bought 2,004 CNA Financial shares in Q2 2026, an estimated $91.2K.
  • CNA Financial made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #82 holding.
  • MBM Wealth Consultants first reported a position in CNA Financial in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.