EverSource Wealth Advisors, LLC
Position in CINF — Cincinnati Financial Corp
CIK 1710537
BIRMINGHAM, AL
Position in CINF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,598
-$64,267 QoQ
Shares Held
1,413
-31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#688
of 953 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CINF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. CINF ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
This page
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
|
6,097 | $249,485 |
All Filings in CINF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,598 | 1,413 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $325,865 | 2,071 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $277,148 | 1,697 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,776 | 1,485 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,635 | 1,401 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $81,392 | 551 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,135 | 335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,693 | 130 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,100 | 94 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,553 | 85 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $17,587 | 170 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,932 | 58 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,590 | 78 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,948 | 62 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,938 | 58 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,403 | 38 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,903 | 16 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,175 | 16 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,822 | 16 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||