Wellington Management Group
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Wellington Management Group’s CNA Financial CNA Stock Holding History

Wellington 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
2025
Q3 		– Sell
-35,427
Closed -$1.65M – 1994
2025
Q2 		$1.65M Sell
35,427
-4,860
-12% -$231K ﹤0.01% 1621
2025
Q1 		$2.05M Sell
40,287
-1,383
-3% -$67.4K ﹤0.01% 1554
2024
Q4 		$2.02M Buy
41,670
+619
+2% +$30.2K ﹤0.01% 1560
2024
Q3 		$2.01M Buy
41,051
+12,528
+44% +$613K ﹤0.01% 1539
2024
Q2 		$1.31M Sell
28,523
-4,190
-13% -$186K ﹤0.01% 1605
2024
Q1 		$1.49M Buy
32,713
+7,769
+31% +$343K ﹤0.01% 1588
2023
Q4 		$1.06M Buy
24,944
+11,422
+84% +$465K ﹤0.01% 1616
2023
Q3 		$532K Sell
13,522
-2,003
-13% -$79.2K ﹤0.01% 1692
2023
Q2 		$600K Sell
15,525
-13,223
-46% -$515K ﹤0.01% 1667
2023
Q1 		$1.12M Sell
28,748
-4,254
-13% -$178K ﹤0.01% 1625
2022
Q4 		$1.4M Buy
33,002
+24,551
+291% +$1.01M ﹤0.01% 1576
2022
Q3 		$312K Hold
8,451
– – ﹤0.01% 1906
2022
Q2 		$379K Hold
8,451
– – ﹤0.01% 1897
2022
Q1 		$411K Sell
8,451
-4,043
-32% -$188K ﹤0.01% 1955
2021
Q4 		$551K Sell
12,494
-3,611
-22% -$161K ﹤0.01% 1952
2021
Q3 		$676K Buy
16,105
+9,022
+127% +$394K ﹤0.01% 1857
2021
Q2 		$322K Sell
7,083
-228
-3% -$10.7K ﹤0.01% 2015
2021
Q1 		$326K Buy
7,311
+228
+3% +$9.72K ﹤0.01% 1971
2020
Q4 		$276K Sell
7,083
-4,152
-37% -$141K ﹤0.01% 1835
2020
Q3 		$337K Sell
11,235
-8,630
-43% -$278K ﹤0.01% 1790
2020
Q2 		$638K Buy
+19,865
New +$612K ﹤0.01% 1595
2019
Q4 		– Sell
-18,657
Closed -$919K – 2024
2019
Q3 		$919K Sell
18,657
-16,029
-46% -$768K ﹤0.01% 1744
2019
Q2 		$1.63M Sell
34,686
-439
-1% -$20K ﹤0.01% 1668
2019
Q1 		$1.52M Sell
35,125
-31,305
-47% -$1.39M ﹤0.01% 1686
2018
Q4 		$2.93M Sell
66,430
-19,364
-23% -$873K ﹤0.01% 1535
2018
Q3 		$3.92M Sell
85,794
-4,795
-5% -$222K ﹤0.01% 1542
2018
Q2 		$4.14M Sell
90,589
-4,752
-5% -$230K ﹤0.01% 1542
2018
Q1 		$4.7M Sell
95,341
-10,082
-10% -$527K ﹤0.01% 1500
2017
Q4 		$5.59M Hold
105,423
– – ﹤0.01% 1446
2017
Q3 		$5.3M Buy
105,423
+1,224
+1% +$61.2K ﹤0.01% 1459
2017
Q2 		$5.08M Buy
104,199
+977
+0.9% +$44.7K ﹤0.01% 1426
2017
Q1 		$4.56M Buy
103,222
+3,839
+4% +$163K ﹤0.01% 1485
2016
Q4 		$4.13M Buy
99,383
+544
+0.6% +$20.7K ﹤0.01% 1459
2016
Q3 		$3.4M Buy
98,839
+56,306
+132% +$1.83M ﹤0.01% 1513
2016
Q2 		$1.34M Sell
42,533
-280,671
-87% -$8.95M ﹤0.01% 1713
2016
Q1 		$10.4M Sell
323,204
-9,296
-3% -$293K ﹤0.01% 1127
2015
Q4 		$11.7M Sell
332,500
-20
-0% -$716 ﹤0.01% 1120
2015
Q3 		$11.6M Buy
+332,520
New +$12.5M ﹤0.01% 1129
2013
Q3 		– Sell
-11,985
Closed -$391K – 2178
2013
Q2 		$391K Buy
+11,985
New +$398K ﹤0.01% 1979

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.45B AUM 22.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Wellington Management Group's CNA Position: Q3 2025 in Review

Wellington Management Group sold out of CNA Financial (CNA) in Q3 2025, closing a stake of 35,427 shares — an estimated $1.65M sold.

Wellington Management Group first reported a position in CNA in Q2 2013 and held it in 39 quarters. The position peaked at $11.7M in Q4 2015. 292 funds tracked by Wall St. Rank hold CNA as of Q3 2025.

  • Wellington Management Group reported no remaining CNA Financial position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 35,427 CNA Financial shares in Q3 2025, an estimated $1.65M.
  • Wellington Management Group first reported a position in CNA Financial in Q2 2013 and held it in 39 quarters.
  • Wellington Management Group's CNA Financial position peaked at $11.7M in Q4 2015.
  • 292 funds tracked by Wall St. Rank held CNA Financial as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.