Position in CNA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$557,799
+$122,891 QoQ
Shares Held
11,475
+21.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#134
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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,785,327 across 3 Insurance - Property & Casualty names. CNA ranks #3 (20.0% of the industry book) .
All Filings in CNA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,799 | 11,475 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $434,908 | 9,471 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $417,772 | 8,751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $365,082 | 7,858 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $345,531 | 7,426 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $348,419 | 6,860 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $290,752 | 6,011 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $272,693 | 5,572 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $256,794 | 5,574 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $251,399 | 5,535 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $238,755 | 5,643 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||