GoalVest Advisory LLC

Position in CINF — Cincinnati Financial Corp

CIK 1839307 NEW YORK, NY

Position in CINF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$75,907

+$11,394 QoQ

Shares Held

410

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#781

of 948 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. CINF ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp This page	410	$75,907
2	CB	Chubb Ltd	135	$45,999
3	MKL	Markel Group Inc.	9	$17,577
4	PGR	Progressive Corp/Oh/	70	$15,291
5	ORI	Old Republic International Corp	97	$3,969
6	WRB	Berkley W R Corp	17	$1,199

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,907	410	0.0%	Shares	Sole	2026-07-09
2026-03-31	$64,513	410	0.0%	Shares	Sole	2026-04-13
2025-12-31	$66,961	410	0.0%	Shares	Sole	2026-01-05
2025-09-30	$64,821	410	0.0%	Shares	Sole	2025-10-22
2025-06-30	$61,057	410	+58.9%	Shares	Sole	2025-08-01
2025-03-31	$38,111	258	+65.4%	Shares	Sole	2025-04-07
2024-12-31	$22,417	156	+24.8%	Shares	Sole	2025-01-17
2024-09-30	$17,015	125	0.0%	Shares	Sole	2024-11-06
2024-06-30	$14,762	125	-70.2%	Shares	Sole	2024-07-30
2024-03-31	$52,151	420	+7.7%	Shares	Sole	2024-04-15
2023-12-31	$40,349	390	+122.9%	Shares	Sole	2024-01-02
2023-09-30	$17,900	175	+59.1%	Shares	Sole	2023-10-10
2023-06-30	$10,705	110	0.0%	Shares	Sole	2023-07-17
2023-03-31	$12,328	110	0.0%	Shares	Sole	2023-04-03
2022-12-31	$11,262	110	0.0%	Shares	Sole	2023-01-06
2022-09-30	$9,852	110	0.0%	Shares	Sole	2022-10-11
2022-06-30	$13,087	110	-1.8%	Shares	Sole	2022-07-06
2022-03-31	$15,227	112	—	Shares	Sole	2022-05-03
2021-03-31	$0	0	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.