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Catherine Avery Investment Management’s Cincinnati Financial CINF Stock Holding History

Catherine Avery Investment 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
2026
Q2 		$73.1K Sell
395
-105
-21% -$17.4K 0.03% 71
2026
Q1 		$78.7K Hold
500
– – 0.04% 65
2025
Q4 		$81.7K Hold
500
– – 0.05% 63
2025
Q3 		$79K Hold
500
– – 0.05% 60
2025
Q2 		$74.5K Hold
500
– – 0.06% 57
2025
Q1 		$73.9K Hold
500
– – 0.07% 58
2024
Q4 		$71.8K Buy
+500
New +$73K 0.06% 54

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 $3.37T AUM 44.26% 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

Catherine Avery Investment Management's CINF Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Cincinnati Financial (CINF) stake by 21% in Q2 2026, selling an estimated $17.4K and leaving 395 shares worth $73.1K. The position accounts for 0.03% of the portfolio, ranked #71.

Catherine Avery Investment Management first reported a position in CINF in Q4 2024 and has held it in 7 quarters since. The position peaked at $81.7K in Q4 2025. 950 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Catherine Avery Investment Management held 395 shares of Cincinnati Financial worth $73.1K as of Q2 2026.
  • Catherine Avery Investment Management sold 105 Cincinnati Financial shares in Q2 2026, an estimated $17.4K.
  • Cincinnati Financial made up 0.03% of Catherine Avery Investment Management's portfolio in Q2 2026, its #71 holding.
  • Catherine Avery Investment Management first reported a position in Cincinnati Financial in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Cincinnati Financial position peaked at $81.7K in Q4 2025.
  • 950 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.