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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
Q2 		$540K Sell
2,919
-5,595
-66% -$928K 0.1% 151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's CINF Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Cincinnati Financial (CINF) stake by 66% in Q2 2026, selling an estimated $928K and leaving 2,919 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #151.

Beverly Hills Private Wealth first reported a position in CINF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23M in Q2 2023. 956 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Beverly Hills Private Wealth held 2,919 shares of Cincinnati Financial worth $540K as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,595 Cincinnati Financial shares in Q2 2026, an estimated $928K.
  • Cincinnati Financial made up 0.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #151 holding.
  • Beverly Hills Private Wealth first reported a position in Cincinnati Financial in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Cincinnati Financial position peaked at $3.23M in Q2 2023.
  • 956 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.