Principal Securities’s CNA Financial CNA Stock Holding History

Principal Securities’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 Q4	–	Sell	-8	Closed	-$372	–	1738
2025 Q3	$372	Sell	8 -72	-90%	-$3.34K	﹤0.01%	3581
2025 Q2	$3.72K	Buy	+80	New	+$3.8K	﹤0.01%	2953
2024 Q4	–	Sell	-39	Closed	-$1.91K	–	3559
2024 Q3	$1.91K	Buy	+39	New	+$1.91K	﹤0.01%	2965
2024 Q1	–	Sell	-17	Closed	-$719	–	3331
2023 Q4	$719	Buy	+17	New	+$692	﹤0.01%	3019

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Securities's CNA Position: Q4 2025 in Review

Principal Securities sold out of CNA Financial (CNA) in Q4 2025, closing a stake of 8 shares — an estimated $372 sold.

Principal Securities first reported a position in CNA in Q4 2023 and held it in 4 quarters. The position peaked at $3.72K in Q2 2025. 292 funds tracked by Wall St. Rank hold CNA as of Q4 2025.

Principal Securities reported no remaining CNA Financial position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 8 CNA Financial shares in Q4 2025, an estimated $372.
Principal Securities first reported a position in CNA Financial in Q4 2023 and held it in 4 quarters.
Principal Securities's CNA Financial position peaked at $3.72K in Q2 2025.
292 funds tracked by Wall St. Rank held CNA Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.