Position in CNA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,418,245
+$812,974 QoQ
Shares Held
29,176
+121.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#87
of 309 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. CNA ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
This page
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in CNA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,245 | 29,176 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $605,271 | 13,181 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $527,717 | 11,054 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $604,816 | 13,018 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $216,643 | 4,656 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||