WealthPlan Investment Management, LLC

Position in CINF — Cincinnati Financial Corp

CIK 1929986 OMAHA, NE

Position in CINF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$375,648

+$77,470 QoQ

Shares Held

2,029

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#608

of 948 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,024,036 across 4 Insurance - Property & Casualty names. CINF ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	452	$882,760
2	TRV	Travelers Companies, Inc.	1,339	$442,030
3	CINF	Cincinnati Financial Corp This page	2,029	$375,648
4	ALL	Allstate Corp	1,360	$323,598

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,648	2,029	+7.1%	Shares	Sole	2026-07-28
2026-03-31	$298,178	1,895	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$307,368	1,882	-11.3%	Shares	Sole	2026-02-05
2025-09-30	$335,488	2,122	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$314,072	2,109	+0.8%	Shares	Sole	2025-07-28
2025-03-31	$309,030	2,092	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$298,896	2,080	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$281,496	2,068	+0.7%	Shares	Sole	2024-11-05
2024-06-30	$242,577	2,054	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$253,306	2,040	-47.2%	Shares	Sole	2024-05-16
2023-12-31	$400,079	3,867	-0.5%	Shares	Sole	2024-01-05
2023-09-30	$397,703	3,888	+279.7%	Shares	Sole	2023-11-15
2023-06-30	$99,655	1,024	-73.3%	Shares	Sole	2023-08-14
2023-03-31	$429,490	3,832	-43.2%	Shares	Sole	2023-05-08
2022-12-31	$691,132	6,750	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$602,537	6,727	-0.7%	Shares	Sole	2022-12-12
2022-03-31	$921,400	6,777	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.