BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CINF — Cincinnati Financial Corp
CIK 2010186
CINCINNATI, OH
Position in CINF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,699,527
+$3,917,212 QoQ
Shares Held
133,410
+1.0% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#94
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CINF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. CINF ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
This page
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in CINF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,699,527 | 133,410 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,782,315 | 132,077 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,518,226 | 131,755 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,740,857 | 118,538 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $17,572,411 | 117,999 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,459,765 | 118,195 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,471,037 | 114,621 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,648,082 | 114,958 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,576,539 | 114,958 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,388,571 | 115,878 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,982,633 | 115,819 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,693,690 | 114,319 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $11,270,629 | 115,810 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $13,009,798 | 116,076 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $12,573,799 | 122,803 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $10,380,177 | 115,889 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $13,683,770 | 115,009 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $15,642,877 | 115,055 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $13,039,288 | 114,450 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $6,446,462 | 56,439 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $6,805,593 | 58,357 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $6,132,617 | 59,488 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $5,224,638 | 59,799 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $4,175,371 | 53,551 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $3,305,676 | 51,627 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $3,848,855 | 51,012 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||