Position in CNA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,276,012
+$344,617 QoQ
Shares Held
26,250
+29.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#97
of 311 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,625,759 across 3 Insurance - Property & Casualty names. CNA ranks #2 (14.8% of the industry book) .
All Filings in CNA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,012 | 26,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $931,395 | 20,283 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $867,149 | 18,164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $791,167 | 17,029 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $649,140 | 13,951 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $617,657 | 12,161 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $490,471 | 10,140 | 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. | ||||||