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Brass Tax Wealth Management’s Cincinnati Financial CINF Stock Holding History

Brass Tax Wealth Management’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
2025
Q3 		$289K Hold
1,828
– – 0.05% 185
2025
Q2 		$272K Sell
1,828
-58
-3% -$8.31K 0.05% 177
2025
Q1 		$279K Buy
1,886
+94
+5% +$13.2K 0.06% 165
2024
Q4 		$258K Hold
1,792
– – 0.05% 170
2024
Q3 		$244K Hold
1,792
– – 0.05% 171
2024
Q2 		$212K Buy
+1,792
New +$210K 0.09% 134

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brass Tax Wealth Management's CINF Position: Q3 2025 in Review

Brass Tax Wealth Management held its Cincinnati Financial (CINF) position steady in Q3 2025 at 1,828 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #185.

Brass Tax Wealth Management first reported a position in CINF in Q2 2024 and has held it in 6 quarters since. 870 funds tracked by Wall St. Rank hold CINF as of Q3 2025.

  • Brass Tax Wealth Management held 1,828 shares of Cincinnati Financial worth $289K as of Q3 2025.
  • Brass Tax Wealth Management left its Cincinnati Financial share count unchanged in Q3 2025.
  • Cincinnati Financial made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #185 holding.
  • Brass Tax Wealth Management first reported a position in Cincinnati Financial in Q2 2024 and has held it in 6 quarters since.
  • 870 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.