Position in CINF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$443,040
+$50,610 QoQ
Shares Held
2,393
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 948 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CINF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. CINF ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in CINF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,040 | 2,393 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $392,430 | 2,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $347,055 | 2,125 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $255,844 | 1,718 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,100 | 1,842 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||