Position in CNA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,055
+$667 QoQ
Shares Held
248
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#251
of 311 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $75,179 across 6 Insurance - Property & Casualty names. CNA ranks #3 (16.0% of the industry book) .
All Filings in CNA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,055 | 248 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,388 | 248 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,535 | 95 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,413 | 95 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,492 | 204 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $10,361 | 204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,867 | 204 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||