Position in CINF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$304,740
+$3,718 QoQ
Shares Held
1,646
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#652
of 948 holders
Holding Since
Jun 2022
11 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 Jun 30, 2026CM WEALTH ADVISORS LLC holds $304,740 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
|
1,646 | $304,740 |
All Filings in CINF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,740 | 1,646 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $301,022 | 1,904 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $283,543 | 1,904 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $281,258 | 1,904 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $273,604 | 1,904 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $259,172 | 1,904 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,862 | 1,904 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $236,419 | 1,904 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $185,297 | 1,904 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $202 | 1,987 | Shares | Sole | 2023-05-01 | |
| 2022-06-30 | $214,164 | 1,800 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||