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McClarren Financial Advisors’s
Cincinnati Financial
CINF
Stock Holding History
McClarren Financial 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
–
Sell
-348
Closed
-$50K
–
288
2024
Q4
$50K
Buy
+348
New
+$50.8K
0.14%
82
2024
Q3
–
Sell
-118
Closed
-$40K
–
249
2024
Q2
$40K
Sell
118
-225
-66%
-$26.4K
0.03%
160
2024
Q1
$43K
Buy
343
+3
+0.9%
+$338
0.03%
151
2023
Q4
$35K
Sell
340
-25
-7%
-$2.54K
0.03%
187
2023
Q3
$37K
Buy
365
+3
+0.8%
+$314
0.03%
164
2023
Q2
$35K
Buy
362
+2
+0.6%
+$207
0.03%
178
2023
Q1
$40K
Buy
360
+3
+0.8%
+$341
0.04%
160
2022
Q4
$36K
Sell
357
-26
-7%
-$2.68K
0.03%
170
2022
Q3
$34K
Buy
+383
New
+$39.5K
0.03%
162
2022
Q2
–
Sell
-378
Closed
-$51K
–
68
2022
Q1
$51K
Buy
378
+1
+0.3%
+$123
0.04%
122
2021
Q4
$43K
Sell
377
-17
-4%
-$2.01K
0.03%
150
2021
Q3
$45K
Buy
394
+2
+0.5%
+$237
0.04%
121
2021
Q2
$45K
Buy
392
+2
+0.5%
+$231
0.04%
123
2021
Q1
$40K
Buy
390
+3
+0.8%
+$288
0.04%
121
2020
Q4
$33K
Buy
+387
New
+$30.9K
0.03%
120
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
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$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
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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