Creative Planning

Position in CNA — Cna Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in CNA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$10,104,007

+$3,742,557 QoQ

Shares Held

220,035

+65.1% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.8298679755493443.ToString("F0")% Shared 0.ToString("F0")% None 99.17013202445065.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $286,763,521 across 34 Insurance - Property & Casualty names. CNA ranks #7 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	207,902	$67,761,498
2	TRV	Travelers Companies, Inc.	141,423	$41,250,260
3	PGR	Progressive Corp/Oh/	134,965	$26,755,461
4	ALL	Allstate Corp	118,130	$24,493,074
5	CINF	Cincinnati Financial Corp	126,195	$19,856,783
6	MKL	Markel Group Inc.	7,133	$13,653,060
7	CNA	Cna Financial Corp This page	220,035	$10,104,007
8	WTM	White Mountains Insurance Group Ltd	4,049	$8,895,491

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.