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Portfolio (Quarterly) Guide ↗

CNA FINANCIAL CORP

· CIK 0000021175
13F Portfolio $235M AUM 15 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 6 Added 1 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EPD ENTERPRISE PRODS PARTNERS L 825,000.0 $31.2M 13.28% -225K -21.4% $37.84

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.7%
Communication Services 20.1%
Technology 16.6%
Consumer Cyclical 11.8%
Energy 9.5%
Healthcare 8.8%
Consumer Defensive 7.6%