Measured Wealth Private Client Group’s CNA Financial CNA Stock Holding History

Measured Wealth Private Client Group’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	$14.9K	Sell	306 -838	-73%	-$38.1K	﹤0.01%	539
2026 Q1	$52.5K	Sell	1,144 -7,671	-87%	-$363K	0.01%	287
2025 Q4	$421K	Buy	8,815 +4,009	+83%	+$185K	0.11%	113
2025 Q3	$223K	Sell	4,806 -3,164	-40%	-$147K	0.06%	164
2025 Q2	$371K	Sell	7,970 -7,391	-48%	-$351K	0.11%	123
2025 Q1	$780K	Buy	15,361 +1,384	+10%	+$67.5K	0.25%	56
2024 Q4	$676K	Buy	13,977 +372	+3%	+$18.2K	0.22%	62
2024 Q3	$666K	Buy	13,605 +578	+4%	+$28.3K	0.22%	62
2024 Q2	$600K	Buy	13,027 +2,201	+20%	+$97.6K	0.21%	74
2024 Q1	$492K	Buy	10,826 +4,702	+77%	+$208K	0.17%	98
2023 Q4	$259K	Buy	+6,124	New	+$249K	0.1%	154

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Measured Wealth Private Client Group's CNA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its CNA Financial (CNA) stake by 73% in Q2 2026, selling an estimated $38.1K and leaving 306 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Measured Wealth Private Client Group first reported a position in CNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $780K in Q1 2025. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Measured Wealth Private Client Group held 306 shares of CNA Financial worth $14.9K as of Q2 2026.
Measured Wealth Private Client Group sold 838 CNA Financial shares in Q2 2026, an estimated $38.1K.
CNA Financial made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #539 holding.
Measured Wealth Private Client Group first reported a position in CNA Financial in Q4 2023 and has held it in 11 quarters since.
Measured Wealth Private Client Group's CNA Financial position peaked at $780K in Q1 2025.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.