Position in CNA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,514,854
+$159,898 QoQ
Shares Held
32,989
+16.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. CNA ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
|
48,475 | $5,174,221 |
All Filings in CNA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,514,854 | 32,989 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,354,956 | 28,382 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,299,486 | 27,970 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,388,408 | 29,839 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,611,211 | 31,723 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $839,896 | 17,364 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,775 | 5,778 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $76,285 | 1,699 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $66,998 | 1,378 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,706 | 379 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,686 | 350 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,921 | 350 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,620 | 350 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||