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Venturi Wealth Management’s CNA Financial CNA Stock Holding History

Venturi 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
-574
Closed -$27.8K – 815
2024
Q4 		$27.8K Hold
574
– – ﹤0.01% 1186
2024
Q3 		$28.1K Hold
574
– – ﹤0.01% 935
2024
Q2 		$26.4K Buy
574
+298
+108% +$13.2K ﹤0.01% 858
2024
Q1 		$12.5K Buy
276
+69
+33% +$3.04K ﹤0.01% 871
2023
Q4 		$8.76K Buy
207
+57
+38% +$2.32K ﹤0.01% 899
2023
Q3 		$5.9K Buy
+150
New +$5.93K ﹤0.01% 931
2018
Q2 		– Sell
-113,525
Closed -$5.6M – 174
2018
Q1 		$5.6M Buy
113,525
+3,911
+4% +$205K 1.08% 35
2017
Q4 		$5.82M Buy
109,614
+4,702
+4% +$248K 1.11% 31
2017
Q3 		$5.32M Sell
104,912
-13,250
-11% -$663K 1.12% 30
2017
Q2 		$5.76M Buy
+118,162
New +$5.4M 1.31% 27

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

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

Venturi Wealth Management sold out of CNA Financial (CNA) in Q1 2025, closing a stake of 574 shares — an estimated $27.8K sold.

Venturi Wealth Management first reported a position in CNA in Q2 2017 and held it in 10 quarters. The position peaked at $5.82M in Q4 2017. 266 funds tracked by Wall St. Rank hold CNA as of Q1 2025.

  • Venturi Wealth Management reported no remaining CNA Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 574 CNA Financial shares in Q1 2025, an estimated $27.8K.
  • Venturi Wealth Management first reported a position in CNA Financial in Q2 2017 and held it in 10 quarters.
  • Venturi Wealth Management's CNA Financial position peaked at $5.82M in Q4 2017.
  • 266 funds tracked by Wall St. Rank held CNA Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.