CFO
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Callan Family Office’s Cincinnati Financial CINF Stock Holding History

Callan Family Office’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 		$888K Sell
5,645
-306
-5% -$49.8K 0.02% 597
2025
Q4 		$972K Buy
5,951
+3,929
+194% +$636K 0.02% 555
2025
Q3 		$320K Sell
2,022
-620
-23% -$94.1K 0.01% 689
2025
Q2 		$393K Buy
+2,642
New +$378K 0.01% 686

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

Callan Family Office's CINF Position: Q1 2026 in Review

Callan Family Office reduced its Cincinnati Financial (CINF) stake by 5.1% in Q1 2026, selling an estimated $49.8K and leaving 5,645 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #597.

Callan Family Office first reported a position in CINF in Q2 2025 and has held it in 4 quarters since. The position peaked at $972K in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Callan Family Office held 5,645 shares of Cincinnati Financial worth $888K as of Q1 2026.
  • Callan Family Office sold 306 Cincinnati Financial shares in Q1 2026, an estimated $49.8K.
  • Cincinnati Financial made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #597 holding.
  • Callan Family Office first reported a position in Cincinnati Financial in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Cincinnati Financial position peaked at $972K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.