Legacy Advisors’s Cincinnati Financial CINF Stock Holding History

Legacy Advisors’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 Q1	$447K	Buy	+3,006	New	+$423K	0.05%	280
2019 Q3	–	Sell	-147	Closed	-$15K	–	156
2019 Q2	$15K	Hold	147	–	–	0.01%	278
2019 Q1	$13K	Buy	+147	New	+$12.1K	﹤0.01%	310
2018 Q4	–	Sell	-147	Closed	-$11K	–	173
2018 Q3	$11K	Hold	147	–	–	0.01%	338
2018 Q2	$10K	Hold	147	–	–	0.01%	306
2018 Q1	$11K	Hold	147	–	–	0.01%	261
2017 Q4	$11K	Hold	147	–	–	0.01%	245
2017 Q3	$11K	Hold	147	–	–	0.01%	206
2017 Q2	$10K	Hold	147	–	–	0.01%	164
2017 Q1	$10K	Hold	147	–	–	0.01%	157
2016 Q4	$11K	Buy	+147	New	+$10.9K	0.02%	166

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's CINF Position: Q1 2025 in Review

Legacy Advisors opened a new position in Cincinnati Financial (CINF) in Q1 2025: 3,006 shares worth $447K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in CINF as recently as Q2 2019.

Legacy Advisors first reported a position in CINF in Q4 2016 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold CINF as of Q1 2025.

Legacy Advisors held 3,006 shares of Cincinnati Financial worth $447K as of Q1 2025.
Cincinnati Financial was a new Legacy Advisors position in Q1 2025.
Cincinnati Financial made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #280 holding.
Legacy Advisors first reported a position in Cincinnati Financial in Q4 2016 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.