Private Wealth Management Group’s CNA Financial CNA Stock Holding History

Private Wealth Management 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	$5.93K	Buy	122 +20	+20%	+$910	﹤0.01%	783
2026 Q1	$4.68K	Hold	102	–	–	﹤0.01%	795
2025 Q4	$4.87K	Sell	102 -49	-32%	-$2.26K	﹤0.01%	784
2025 Q3	$7.02K	Hold	151	–	–	﹤0.01%	652
2025 Q2	$7.03K	Hold	151	–	–	﹤0.01%	619
2025 Q1	$7.67K	Hold	151	–	–	﹤0.01%	564
2024 Q4	$7.3K	Hold	151	–	–	﹤0.01%	593
2024 Q3	$7.39K	Hold	151	–	–	﹤0.01%	572
2024 Q2	$6.96K	Buy	151 +97	+180%	+$4.3K	﹤0.01%	575
2024 Q1	$2.45K	Hold	54	–	–	﹤0.01%	887
2023 Q4	$2.29K	Buy	+54	New	+$2.2K	﹤0.01%	931

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

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

Private Wealth Management Group increased its CNA Financial (CNA) stake by 20% in Q2 2026, buying an estimated $910 and bringing the position to 122 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Private Wealth Management Group first reported a position in CNA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.67K in Q1 2025. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Private Wealth Management Group held 122 shares of CNA Financial worth $5.93K as of Q2 2026.
Private Wealth Management Group bought 20 CNA Financial shares in Q2 2026, an estimated $910.
CNA Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #783 holding.
Private Wealth Management Group first reported a position in CNA Financial in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's CNA Financial position peaked at $7.67K in Q1 2025.
312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.