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Morton Brown Family Wealth’s Cincinnati Financial CINF Stock Holding History

Morton Brown Family Wealth’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 		$555 Buy
+3
New +$497 ﹤0.01% 360
2024
Q1 		– Sell
-8
Closed -$828 – 232
2023
Q4 		$828 Buy
+8
New +$812 ﹤0.01% 262

Other funds holding CINF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morton Brown Family Wealth's CINF Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Cincinnati Financial (CINF) in Q2 2026: 3 shares worth $555. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in CINF as recently as Q4 2023.

Morton Brown Family Wealth first reported a position in CINF in Q4 2023 and has held it in 2 quarters since. The position peaked at $828 in Q4 2023. 250 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Morton Brown Family Wealth held 3 shares of Cincinnati Financial worth $555 as of Q2 2026.
  • Cincinnati Financial was a new Morton Brown Family Wealth position in Q2 2026.
  • Cincinnati Financial made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #360 holding.
  • Morton Brown Family Wealth first reported a position in Cincinnati Financial in Q4 2023 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Cincinnati Financial position peaked at $828 in Q4 2023.
  • 250 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.