Summit Trail Advisors’s CNA Financial CNA Stock Holding History

Summit Trail Advisors’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	$1.62M	Buy	33,226 +8,607	+35%	+$392K	0.02%	747
2026 Q1	$1.13M	Buy	24,619 +6,565	+36%	+$311K	0.02%	879
2025 Q4	$862K	Buy	18,054 +1,611	+10%	+$74.2K	0.01%	889
2025 Q3	$764K	Buy	16,443 +8,984	+120%	+$417K	0.01%	954
2025 Q2	$347K	Buy	+7,459	New	+$354K	0.01%	868
2018 Q1	–	Sell	-42	Closed	-$2K	–	676
2017 Q4	$2K	Buy	+42	New	+$2.21K	﹤0.01%	1623

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

Summit Trail Advisors's CNA Position: Q2 2026 in Review

Summit Trail Advisors increased its CNA Financial (CNA) stake by 35% in Q2 2026, buying an estimated $392K and bringing the position to 33,226 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #747.

Summit Trail Advisors first reported a position in CNA in Q4 2017 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

Summit Trail Advisors held 33,226 shares of CNA Financial worth $1.62M as of Q2 2026.
Summit Trail Advisors bought 8,607 CNA Financial shares in Q2 2026, an estimated $392K.
CNA Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #747 holding.
Summit Trail Advisors first reported a position in CNA Financial in Q4 2017 and has held it in 6 quarters since.
312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.