CNA FINANCIAL CORP
Filing Date
Global Rank
#3,861
/ 8,603
▲ 509
· as of Mar 2026
Top Industry
Oil & Gas Midstream
21.1%
3Y Alpha vs SPY
-6.4%
Period ended 3 months ago
Filed May 15, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.7%
SPY
+76.0%
Annualised alpha
-6.3%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.3%
−4.0 pts
Top 5
49.0%
−1.0 pts
Top 10
82.7%
−2.4 pts
HHI
805
Diversified−87
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 21.1% | $49,553,000 |
| Communication Services | 16.6% | $38,987,065 |
| Financial Services | 14.3% | $33,522,000 |
| Consumer Cyclical | 14.0% | $32,847,200 |
| Technology | 13.7% | $32,148,800 |
| Healthcare | 7.2% | $16,989,500 |
| Industrials | 6.9% | $16,272,500 |
| Consumer Defensive | 6.3% | $14,832,500 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +120,000 | 260,000 | $18,701,800 | |
| AMZN | Amazon Com Inc | +80,000 | 110,000 | $22,909,700 | |
| COF | Capital One Financial Corp | +40,000 | 105,000 | $19,155,150 | |
| BN | BROOKFIELD Corp /ON/ | +30,000 | 355,000 | $14,366,850 | |
| GOOGL | Alphabet Inc. | +20,000 | 55,000 | $15,815,800 | |
| META | Meta Platforms, Inc. | +15,500 | 40,500 | $23,171,265 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | −225,000 | 825,000 | $31,218,000 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings, Inc. | 250,000 | $16,272,500 | |
| ELV | Elevance Health, Inc. | 50,000 | $14,637,500 | |
| HPQ | Hp Inc | 700,000 | $13,447,000 | |
| AMCR | Amcor plc | 250,000 | $9,937,500 | |
| SYY | Sysco Corp | 50,000 | $3,566,500 | |
| AVTR | Avantor, Inc. | 300,000 | $2,352,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
4 positions
15 positions ·
$235,152,565 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 825,000 | $31,218,000 | 13.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 40,500 | $23,171,265 | 9.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 110,000 | $22,909,700 | 9.74% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 105,000 | $19,155,150 | 8.15% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 260,000 | $18,701,800 | 7.95% | |
| ET |
Energy Transfer LP
Energy
|
Held | 950,000 | $18,335,000 | 7.80% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
NEW | 250,000 | $16,272,500 | 6.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 55,000 | $15,815,800 | 6.73% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
NEW | 50,000 | $14,637,500 | 6.22% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 355,000 | $14,366,850 | 6.11% | |
| HPQ |
Hp Inc
Technology
|
NEW | 700,000 | $13,447,000 | 5.72% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Held | 100,000 | $11,266,000 | 4.79% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
NEW | 250,000 | $9,937,500 | 4.23% | |
| SYY |
Sysco Corp
Consumer Defensive
|
NEW | 50,000 | $3,566,500 | 1.52% | |
| AVTR |
Avantor, Inc.
Healthcare
|
NEW | 300,000 | $2,352,000 | 1.00% |