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Spire Wealth Management’s CNA Financial CNA Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-1,365
Closed -$66K – 2487
2024
Q4 		$66K Hold
1,365
– – ﹤0.01% 1176
2024
Q3 		$66.8K Sell
1,365
-605
-31% -$29.6K ﹤0.01% 1047
2024
Q2 		$90.8K Sell
1,970
-100
-5% -$4.44K ﹤0.01% 923
2024
Q1 		$94K Sell
2,070
-300
-13% -$13.2K ﹤0.01% 1008
2023
Q4 		$103K Hold
2,370
– – ﹤0.01% 994
2023
Q3 		$93.3K Buy
2,370
+30
+1% +$1.19K ﹤0.01% 975
2023
Q2 		$90.4K Hold
2,340
– – ﹤0.01% 1000
2023
Q1 		$91.3K Buy
2,340
+810
+53% +$33.9K ﹤0.01% 996
2022
Q4 		$65K Hold
1,530
– – ﹤0.01% 894
2022
Q3 		$56K Sell
1,530
-810
-35% -$33K ﹤0.01% 909
2022
Q2 		$105K Sell
2,340
-2,340
-50% -$107K ﹤0.01% 1017
2022
Q1 		$228K Sell
4,680
-700
-13% -$32.6K 0.01% 834
2021
Q4 		$237K Buy
5,380
+700
+15% +$31.1K 0.01% 1015
2021
Q3 		$196K Hold
4,680
– – 0.01% 935
2021
Q2 		$213K Sell
4,680
-700
-13% -$32.8K 0.01% 923
2021
Q1 		$241K Buy
+5,380
New +$229K 0.01% 981

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Spire Wealth Management's CNA Position: Q1 2025 in Review

Spire Wealth Management sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 1,365 shares — an estimated $66K sold.

Spire Wealth Management first reported a position in CNA in Q1 2021 and held it in 16 quarters. The position peaked at $241K in Q1 2021. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • Spire Wealth Management reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,365 CNA Financial shares in Q1 2025, an estimated $66K.
  • Spire Wealth Management first reported a position in CNA Financial in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's CNA Financial position peaked at $241K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.