Heritage Wealth Management, Inc.
Position in CINF — Cincinnati Financial Corp
CIK 1944755
CINCINNATI, OH
Position in CINF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,004,090
+$691,781 QoQ
Shares Held
32,430
-0.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#194
of 948 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $15,757,789 across 5 Insurance - Property & Casualty names. CINF ranks #1 (38.1% of the industry book) .
All Filings in CINF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,004,090 | 32,430 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $5,312,309 | 32,527 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,139,672 | 32,509 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,841,240 | 32,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,802,229 | 32,509 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,676,572 | 32,544 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,446,904 | 32,669 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,873,916 | 32,802 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||