Measured Wealth Private Client Group, LLC

Position in CNA — Cna Financial Corp

CIK 1720235 PORTSMOUTH, NH

Back to CNA Full portfolio

Position in CNA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$14,874

-$37,658 QoQ

Shares Held

306

-73.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#246

of 309 holders

Holding Since

Dec 2023

11 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 Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $2,226,528 across 10 Insurance - Property & Casualty names. CNA ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCY	Mercury General Corp	8,912	$950,197
2	TRV	Travelers Companies, Inc.	2,524	$833,222
3	CB	Chubb Ltd	383	$130,503
4	ALL	Allstate Corp	443	$105,407
5	ORI	Old Republic International Corp	1,909	$78,116
6	WRB	Berkley W R Corp	946	$66,721
7	MKL	Markel Group Inc.	15	$29,295
8	CNA	Cna Financial Corp This page	306	$14,874

All Filings in CNA

Export CSV

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,874	306	-73.3%	Shares	Sole	2026-08-10
2026-03-31	$52,532	1,144	-87.0%	Shares	Sole	2026-05-13
2025-12-31	$420,828	8,815	+83.4%	Shares	Sole	2026-02-10
2025-09-30	$223,286	4,806	-39.7%	Shares	Sole	2025-11-14
2025-06-30	$370,844	7,970	-48.1%	Shares	Sole	2025-08-13
2025-03-31	$780,185	15,361	+9.9%	Shares	Sole	2025-05-12
2024-12-31	$676,067	13,977	+2.7%	Shares	Sole	2025-01-27
2024-09-30	$665,828	13,605	+4.4%	Shares	Sole	2024-10-28
2024-06-30	$600,153	13,027	+20.3%	Shares	Sole	2024-08-12
2024-03-31	$491,716	10,826	+76.8%	Shares	Sole	2024-04-18
2023-12-31	$259,106	6,124	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.