Position in CNA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,093,996
+$1,276,784 QoQ
Shares Held
45,601
+166.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,217,690 across 15 Insurance - Property & Casualty names. CNA ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
55,778 | $8,776,659 | |
| 2 | TRV |
Travelers Companies, Inc.
|
26,061 | $7,601,461 | |
| 3 | ALL |
Allstate Corp
|
20,090 | $4,165,448 | |
| 4 | CB |
Chubb Ltd
|
7,617 | $2,482,589 | |
| 5 | CNA |
Cna Financial Corp
This page
|
45,601 | $2,093,996 | |
| 6 | PGR |
Progressive Corp/Oh/
|
10,352 | $2,052,161 | |
| 7 | PRCH |
Porch Group, Inc.
|
124,609 | $893,446 | |
| 8 | ORI |
Old Republic International Corp
|
12,442 | $496,420 |
All Filings in CNA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,093,996 | 45,601 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $817,212 | 17,118 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $765,892 | 16,485 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,555,962 | 33,440 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,708,981 | 33,648 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,668,376 | 34,492 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,747,597 | 35,709 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,808,523 | 39,256 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,763,431 | 38,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,362,369 | 126,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,513,679 | 89,293 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,550,336 | 91,930 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||