Waverly Advisors, LLC

Position in CINF — Cincinnati Financial Corp

CIK 1568787 BIRMINGHAM, AL

Position in CINF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$14,935,058

+$1,490,130 QoQ

Shares Held

80,669

-5.6% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#123

of 948 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. CINF ranks #1 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp This page	80,669	$14,935,058
2	PLMR	Palomar Holdings, Inc.	68,424	$8,648,109
3	CB	Chubb Ltd	23,531	$8,017,952
4	PGR	Progressive Corp/Oh/	32,006	$6,991,710
5	ALL	Allstate Corp	18,443	$4,388,327
6	TRV	Travelers Companies, Inc.	7,777	$2,567,343
7	MKL	Markel Group Inc.	855	$1,669,823
8	AIZ	Assurant, Inc.	1,871	$502,419

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,935,058	80,669	-5.6%	Shares	Sole	2026-08-14
2026-03-31	$13,444,928	85,446	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$14,002,566	85,737	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$13,549,486	85,702	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$12,616,651	84,721	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$12,691,954	85,919	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$12,499,026	86,980	+3007.5%	Shares	Sole	2025-02-14
2024-09-30	$380,999	2,799	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$329,262	2,788	+27.4%	Shares	Sole	2024-08-14
2024-03-31	$271,683	2,188	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.