Whittier Trust’s CNA Financial CNA Stock Holding History

Whittier Trust’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 Q1	$105K	Buy	2,275 +275	+14%	+$13K	﹤0.01%	699
2025 Q4	$93.2K	Hold	2,000	–	–	﹤0.01%	744
2025 Q3	$92.8K	Hold	2,000	–	–	﹤0.01%	725
2025 Q2	$93K	Hold	2,000	–	–	﹤0.01%	818
2025 Q1	$102K	Hold	2,000	–	–	﹤0.01%	777
2024 Q4	$96.7K	Hold	2,000	–	–	﹤0.01%	799
2024 Q3	$97.9K	Hold	2,000	–	–	﹤0.01%	799
2024 Q2	$92.1K	Buy	+2,000	New	+$88.7K	﹤0.01%	787
2022 Q4	–	Sell	-119	Closed	-$4K	–	1639
2022 Q3	$4K	Hold	119	–	–	﹤0.01%	1471
2022 Q2	$5K	Hold	119	–	–	﹤0.01%	1432
2022 Q1	$6K	Buy	+119	New	+$5.54K	﹤0.01%	1415
2020 Q4	–	Sell	-1,550	Closed	-$46K	–	1400
2020 Q3	$46K	Hold	1,550	–	–	﹤0.01%	848
2020 Q2	$50K	Hold	1,550	–	–	﹤0.01%	799
2020 Q1	$48K	Hold	1,550	–	–	﹤0.01%	818
2019 Q4	$69K	Sell	1,550 -30	-2%	-$1.35K	﹤0.01%	773
2019 Q3	$78K	Buy	+1,580	New	+$75.7K	﹤0.01%	742

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Whittier Trust's CNA Position: Q1 2026 in Review

Whittier Trust increased its CNA Financial (CNA) stake by 14% in Q1 2026, buying an estimated $13K and bringing the position to 2,275 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Whittier Trust first reported a position in CNA in Q3 2019 and has held it in 16 quarters since. 295 funds tracked by Wall St. Rank hold CNA as of Q1 2026.

Whittier Trust held 2,275 shares of CNA Financial worth $105K as of Q1 2026.
Whittier Trust bought 275 CNA Financial shares in Q1 2026, an estimated $13K.
CNA Financial made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #699 holding.
Whittier Trust first reported a position in CNA Financial in Q3 2019 and has held it in 16 quarters since.
295 funds tracked by Wall St. Rank held CNA Financial as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.