Position in CNA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,263,259
+$592,226 QoQ
Shares Held
27,510
+95.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Convergence Financial, LLC holds $3,715,341 across 3 Insurance - Property & Casualty names. CNA ranks #2 (34.0% of the industry book) .
All Filings in CNA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||