Principia Wealth Advisory’s CNA Financial CNA Stock Holding History

Principia Wealth Advisory’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	$1.12K	Buy	23 +17	+283%	+$774	﹤0.01%	736
2026 Q1	$276	Buy	6 +2	+50%	+$95	﹤0.01%	928
2025 Q4	$191	Sell	4 -12	-75%	-$553	﹤0.01%	933
2025 Q3	$743	Sell	16 -8	-33%	-$371	﹤0.01%	715
2025 Q2	$1.12K	Buy	24 +23	+2,300%	+$1.09K	﹤0.01%	537
2025 Q1	$48	Buy	+1	New	+$49	﹤0.01%	841

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

Principia Wealth Advisory's CNA Position: Q2 2026 in Review

Principia Wealth Advisory increased its CNA Financial (CNA) stake by 283% in Q2 2026, buying an estimated $774 and bringing the position to 23 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Principia Wealth Advisory first reported a position in CNA in Q1 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Principia Wealth Advisory held 23 shares of CNA Financial worth $1.12K as of Q2 2026.
Principia Wealth Advisory bought 17 CNA Financial shares in Q2 2026, an estimated $774.
CNA Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #736 holding.
Principia Wealth Advisory first reported a position in CNA Financial in Q1 2025 and has held it in 6 quarters since.
311 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.