Position in CNA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$458,148
+$11,256 QoQ
Shares Held
9,425
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 311 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. CNA ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
140,818 | $3,672,532 | |
| 2 | ORI |
Old Republic International Corp
|
71,041 | $2,906,996 | |
| 3 | CB |
Chubb Ltd
|
7,893 | $2,689,459 | |
| 4 | ALL |
Allstate Corp
|
10,168 | $2,419,372 | |
| 5 | PGR |
Progressive Corp/Oh/
|
10,042 | $2,193,674 | |
| 6 | TRV |
Travelers Companies, Inc.
|
5,966 | $1,969,495 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,555 | $658,172 | |
| 8 | CNA |
Cna Financial Corp
This page
|
9,425 | $458,148 |
All Filings in CNA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,148 | 9,425 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $446,892 | 9,732 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $464,987 | 9,740 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $500,001 | 10,762 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $629,178 | 13,522 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||