Regal Investment Advisors LLC

Position in CNA — Cna Financial Corp

CIK 1559789 KENTWOOD, MI

Position in CNA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$931,395

+$64,246 QoQ

Shares Held

20,283

+11.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Financial Services · as of Mar 31, 2026

Regal Investment Advisors LLC holds $7,824,304 across 4 Insurance - Property & Casualty names. CNA ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	38,253	$6,019,109
2	CNA	Cna Financial Corp This page	20,283	$931,395
3	CB	Chubb Ltd	1,990	$648,600
4	PGR	Progressive Corp/Oh/	1,136	$225,200

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$931,395	20,283	+11.7%	Shares	Sole	2026-05-14
2025-12-31	$867,149	18,164	+6.7%	Shares	Sole	2026-02-17
2025-09-30	$791,167	17,029	+22.1%	Shares	Sole	2025-11-13
2025-06-30	$649,140	13,951	+14.7%	Shares	Sole	2025-08-11
2025-03-31	$617,657	12,161	+19.9%	Shares	Sole	2025-05-12
2024-12-31	$490,471	10,140	+49.1%	Shares	Sole	2025-02-13
2024-09-30	$332,840	6,801	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.