Creative Planning

Position in CNA — Cna Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in CNA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,636,615

-$5,467,392 QoQ

Shares Held

95,384

-56.7% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#51

of 311 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. CNA ranks #17 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	215,327	$73,370,521
2	TRV	Travelers Companies, Inc.	152,783	$50,436,723
3	PGR	Progressive Corp/Oh/	154,700	$33,794,214
4	ALL	Allstate Corp	136,521	$32,483,806
5	CINF	Cincinnati Financial Corp	134,765	$24,950,391
6	MKL	Markel Group Inc.	8,072	$15,764,695
7	THG	Hanover Insurance Group, Inc.	49,954	$10,696,150
8	WRB	Berkley W R Corp	150,386	$10,606,724

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,636,615	95,384	-56.7%	Shares	Defined	2026-08-13
2026-03-31	$10,104,007	220,035	+65.1%	Shares	Sole	2026-05-12
2025-12-31	$6,361,450	133,252	+140.9%	Shares	Sole	2026-02-17
2025-09-30	$2,569,841	55,313	+67.6%	Shares	Defined	2025-11-14
2025-06-30	$1,535,768	33,006	+48.9%	Shares	Defined	2025-08-08
2025-03-31	$1,125,658	22,163	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$1,080,923	22,347	+39.1%	Shares	Defined	2025-02-14
2024-09-30	$786,318	16,067	+16.5%	Shares	Defined	2024-10-11
2024-06-30	$635,534	13,795	+82.1%	Shares	Defined	2024-08-15
2024-03-31	$344,011	7,574	+7.6%	Shares	Sole	2024-05-13
2023-12-31	$297,776	7,038	+12.1%	Shares	Defined	2024-02-14
2023-09-30	$246,959	6,276	-16.4%	Shares	Defined	2023-11-16
2023-06-30	$289,843	7,505	+34.8%	Shares	Sole	2023-07-21
2023-03-31	$217,240	5,566	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.