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Beverly Hills Private Wealth’s Cincinnati Financial CINF Stock Holding History

Beverly Hills Private Wealth’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Sell
8,514
-212
-2% -$34.5K 0.22% 111
2025
Q4 		$1.43M Sell
8,726
-308
-3% -$49.9K 0.24% 106
2025
Q3 		$1.43M Sell
9,034
-512
-5% -$77.7K 0.25% 104
2025
Q2 		$1.42M Sell
9,546
-393
-4% -$56.3K 0.27% 100
2025
Q1 		$1.47M Sell
9,939
-155
-2% -$21.8K 0.29% 93
2024
Q4 		$1.45M Sell
10,094
-369
-4% -$53.9K 0.29% 93
2024
Q3 		$1.42M Sell
10,463
-2,695
-20% -$349K 0.29% 96
2024
Q2 		$1.55M Sell
13,158
-129
-1% -$15.1K 0.34% 84
2024
Q1 		$1.65M Sell
13,287
-881
-6% -$99.4K 0.38% 69
2023
Q4 		$1.47M Sell
14,168
-522
-4% -$53K 0.38% 79
2023
Q3 		$1.5M Sell
14,690
-14,965
-50% -$1.56M 0.45% 67
2023
Q2 		$3.23M Buy
29,655
+15,018
+103% +$1.55M 0.53% 59
2023
Q1 		$1.64M Buy
14,637
+2,098
+17% +$239K 0.51% 57
2022
Q4 		$1.28M Buy
+12,539
New +$1.29M 0.56% 56

Other funds holding CINF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beverly Hills Private Wealth's CINF Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Cincinnati Financial (CINF) stake by 2.4% in Q1 2026, selling an estimated $34.5K and leaving 8,514 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #111.

Beverly Hills Private Wealth first reported a position in CINF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.23M in Q2 2023. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Beverly Hills Private Wealth held 8,514 shares of Cincinnati Financial worth $1.34M as of Q1 2026.
  • Beverly Hills Private Wealth sold 212 Cincinnati Financial shares in Q1 2026, an estimated $34.5K.
  • Cincinnati Financial made up 0.22% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #111 holding.
  • Beverly Hills Private Wealth first reported a position in Cincinnati Financial in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Cincinnati Financial position peaked at $3.23M in Q2 2023.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.