Position in CINF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,776,659
-$255,095 QoQ
Shares Held
55,778
+0.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CINF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,217,690 across 15 Insurance - Property & Casualty names. CINF ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
This page
|
55,778 | $8,776,659 | |
| 2 | TRV |
Travelers Companies, Inc.
|
26,061 | $7,601,461 | |
| 3 | ALL |
Allstate Corp
|
20,090 | $4,165,448 | |
| 4 | CB |
Chubb Ltd
|
7,617 | $2,482,589 | |
| 5 | CNA |
Cna Financial Corp
|
45,601 | $2,093,996 | |
| 6 | PGR |
Progressive Corp/Oh/
|
10,352 | $2,052,161 | |
| 7 | PRCH |
Porch Group, Inc.
|
124,609 | $893,446 | |
| 8 | ORI |
Old Republic International Corp
|
12,442 | $496,420 |
All Filings in CINF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,776,659 | 55,778 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,031,754 | 55,301 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $8,062,623 | 50,997 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $631,417 | 4,240 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $601,069 | 4,069 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $808,309 | 5,625 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $544,206 | 3,998 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $465,785 | 3,944 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $491,463 | 3,958 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,727,368 | 16,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $847,984 | 8,290 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $875,393 | 8,995 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,039,205 | 9,272 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $949,360 | 9,272 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,278,311 | 47,765 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,458,184 | 113,113 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,639,986 | 63,548 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,247,009 | 54,832 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,824,877 | 50,997 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,514,843 | 47,289 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,631,914 | 15,830 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,298,056 | 14,857 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,380,614 | 17,707 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,169,315 | 18,262 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $874,012 | 11,584 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||