Position in CINF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$35,176
+$5,280 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#816
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, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. CINF ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
This page
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 |
All Filings in CINF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,176 | 190 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $29,896 | 190 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,262 | 320 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $69,564 | 440 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $65,524 | 440 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $64,996 | 440 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $63,228 | 440 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $59,892 | 440 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $51,964 | 440 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $60,843 | 490 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $50,695 | 490 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $52,679 | 515 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $51,093 | 525 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $61,644 | 550 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $60,410 | 590 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $52,846 | 590 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $70,198 | 590 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $80,216 | 590 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $67,218 | 590 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $67,389 | 590 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $68,805 | 590 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $59,792 | 580 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $55,916 | 640 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $49,900 | 640 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $42,515 | 664 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $50,098 | 664 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||