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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
Q2 		$103K Sell
2,000
-275
-12% -$12.5K ﹤0.01% 745
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

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
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

Whittier Trust's CNA Position: Q2 2026 in Review

Whittier Trust reduced its CNA Financial (CNA) stake by 12% in Q2 2026, selling an estimated $12.5K and leaving 2,000 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Whittier Trust first reported a position in CNA in Q3 2019 and has held it in 17 quarters since. The position peaked at $105K in Q1 2026. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

  • Whittier Trust held 2,000 shares of CNA Financial worth $103K as of Q2 2026.
  • Whittier Trust sold 275 CNA Financial shares in Q2 2026, an estimated $12.5K.
  • CNA Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #745 holding.
  • Whittier Trust first reported a position in CNA Financial in Q3 2019 and has held it in 17 quarters since.
  • Whittier Trust's CNA Financial position peaked at $105K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.