Position in CINF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$224,204
New position
Shares Held
1,211
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#720
of 946 holders
Holding Since
Jun 2026
1 quarter on record
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $224,204 across 1 Insurance - Property & Casualty name. CINF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
This page
|
1,211 | $224,204 |
All Filings in CINF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,204 | 1,211 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||