Cincinnati Insurance’s Comcast CMCSA Stock Holding History

Cincinnati Insurance’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5M	Sell	1,037,500 -565,500	-35%	-$14.6M	0.37%	57
2026 Q1	$46M	Buy	1,603,000 +565,500	+55%	+$16.9M	0.7%	46
2025 Q4	$31M	Hold	1,037,500	–	–	0.47%	51
2025 Q3	$32.6M	Hold	1,037,500	–	–	0.5%	52
2025 Q2	$37M	Hold	1,037,500	–	–	0.62%	47
2025 Q1	$38.3M	Hold	1,037,500	–	–	0.67%	46
2024 Q4	$38.9M	Hold	1,037,500	–	–	0.69%	45
2024 Q3	$43.3M	Hold	1,037,500	–	–	0.73%	45
2024 Q2	$40.6M	Hold	1,037,500	–	–	0.67%	45
2024 Q1	$45M	Hold	1,037,500	–	–	0.74%	44
2023 Q4	$45.5M	Hold	1,037,500	–	–	0.82%	41
2023 Q3	$46M	Hold	1,037,500	–	–	0.91%	40
2023 Q2	$43.1M	Hold	1,037,500	–	–	0.82%	40
2023 Q1	$39.3M	Buy	1,037,500 +150,000	+17%	+$5.67M	0.79%	43
2022 Q4	$31M	Hold	887,500	–	–	0.62%	43
2022 Q3	$26M	Hold	887,500	–	–	0.6%	44
2022 Q2	$34.8M	Hold	887,500	–	–	0.74%	43
2022 Q1	$41.6M	Hold	887,500	–	–	0.8%	40
2021 Q4	$44.7M	Hold	887,500	–	–	0.81%	40
2021 Q3	$49.6M	Hold	887,500	–	–	1.01%	40
2021 Q2	$50.6M	Hold	887,500	–	–	1.02%	40
2021 Q1	$48M	Buy	887,500 +80,500	+10%	+$4.25M	1.02%	40
2020 Q4	$42.3M	Hold	807,000	–	–	0.96%	39
2020 Q3	$37.3M	Hold	807,000	–	–	0.95%	39
2020 Q2	$31.5M	Hold	807,000	–	–	0.84%	40
2020 Q1	$27.7M	Buy	+807,000	New	+$34M	0.86%	40

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cincinnati Insurance's CMCSA Position: Q2 2026 in Review

Cincinnati Insurance reduced its Comcast (CMCSA) stake by 35% in Q2 2026, selling an estimated $14.6M and leaving 1,037,500 shares worth $25.5M. The position accounts for 0.37% of the portfolio, ranked #57.

Cincinnati Insurance first reported a position in CMCSA in Q1 2020 and has held it in 26 quarters since. The position peaked at $50.6M in Q2 2021. 1,890 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Cincinnati Insurance held 1,037,500 shares of Comcast worth $25.5M as of Q2 2026.
Cincinnati Insurance sold 565,500 Comcast shares in Q2 2026, an estimated $14.6M.
Comcast made up 0.37% of Cincinnati Insurance's portfolio in Q2 2026, its #57 holding.
Cincinnati Insurance first reported a position in Comcast in Q1 2020 and has held it in 26 quarters since.
Cincinnati Insurance's Comcast position peaked at $50.6M in Q2 2021.
1,890 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Cincinnati Insurance's 13F filing for Q2 2026, filed 6 Aug 2026.