AE Wealth Management LLC

Position in CNA — Cna Financial Corp

CIK 1697723 TOPEKA, KS

Position in CNA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,404,101

+$310,105 QoQ

Shares Held

49,457

+8.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#64

of 312 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. CNA ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	613,239	$25,093,708
2	ALL	Allstate Corp	26,054	$6,199,271
3	TRV	Travelers Companies, Inc.	16,535	$5,458,516
4	PGR	Progressive Corp/Oh/	20,265	$4,426,868
5	CB	Chubb Ltd	11,071	$3,772,311
6	CNA	Cna Financial Corp This page	49,457	$2,404,101
7	CINF	Cincinnati Financial Corp	11,357	$2,102,623
8	PRCH	Porch Group, Inc.	126,509	$1,902,695

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,404,101	49,457	+8.5%	Shares	Other	2026-08-03
2026-03-31	$2,093,996	45,601	+166.4%	Shares	Other	2026-05-13
2025-12-31	$817,212	17,118	+3.8%	Shares	Sole	2026-01-26
2025-09-30	$765,892	16,485	-50.7%	Shares	Sole	2025-11-03
2025-06-30	$1,555,962	33,440	-0.6%	Shares	Sole	2025-08-06
2025-03-31	$1,708,981	33,648	-2.4%	Shares	Other	2025-05-06
2024-12-31	$1,668,376	34,492	-3.4%	Shares	Sole	2025-02-13
2024-09-30	$1,747,597	35,709	-9.0%	Shares	Other	2024-11-14
2024-06-30	$1,808,523	39,256	+1.1%	Shares	Sole	2024-08-12
2024-03-31	$1,763,431	38,825	-69.4%	Shares	Sole	2024-05-15
2023-12-31	$5,362,369	126,740	+41.9%	Shares	Sole	2024-02-14
2023-09-30	$3,513,679	89,293	-2.9%	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.