BWM
CINF icon

Brophy Wealth Management’s Cincinnati Financial CINF Stock Holding History

Brophy 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
2024
Q3 		$257K Buy
+1,885
New +$244K 0.09% 187

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brophy Wealth Management's CINF Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Cincinnati Financial (CINF) in Q3 2024: 1,885 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #187 among its holdings.

787 funds tracked by Wall St. Rank hold CINF as of Q3 2024.

  • Brophy Wealth Management held 1,885 shares of Cincinnati Financial worth $257K as of Q3 2024.
  • Cincinnati Financial was a new Brophy Wealth Management position in Q3 2024.
  • Cincinnati Financial made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #187 holding.
  • 787 funds tracked by Wall St. Rank held Cincinnati Financial as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.