AXXCESS WEALTH MANAGEMENT, LLC
Position in CINF — Cincinnati Financial Corp
CIK 1911056
CARLSBAD, CA
Position in CINF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$654,099
+$406,670 QoQ
Shares Held
3,533
+133.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#501
of 948 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CINF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. CINF ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
16,822 | $4,002,626 | |
| 2 | MKL |
Markel Group Inc.
|
849 | $1,658,105 | |
| 3 | CB |
Chubb Ltd
|
4,528 | $1,542,870 | |
| 4 | CINF |
Cincinnati Financial Corp
This page
|
3,533 | $654,099 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,586 | $523,570 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,300 | $502,435 | |
| 7 | WRB |
Berkley W R Corp
|
3,464 | $244,315 |
All Filings in CINF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,099 | 3,533 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $247,429 | 1,515 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $239,521 | 1,515 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $233,059 | 1,565 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $231,329 | 1,566 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $225,034 | 1,566 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $213,436 | 1,568 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $200,907 | 1,618 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||