Position in CNA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,325,205
+$61,946 QoQ
Shares Held
27,262
-0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#93
of 311 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CNA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $7,923,239 across 4 Insurance - Property & Casualty names. CNA ranks #2 (16.7% of the industry book) .
All Filings in CNA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,205 | 27,262 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,263,259 | 27,510 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $671,033 | 14,056 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $650,440 | 14,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $450,922 | 9,691 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $268,729 | 5,291 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||