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Summit Trail Advisors’s Cincinnati Financial CINF Stock Holding History

Summit Trail 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
2026
Q1 		$1.56M Buy
9,889
+4,302
+77% +$700K 0.02% 702
2025
Q4 		$917K Buy
5,587
+403
+8% +$65.3K 0.02% 858
2025
Q3 		$823K Buy
5,184
+3,485
+205% +$529K 0.01% 923
2025
Q2 		$255K Buy
+1,699
New +$243K ﹤0.01% 981
2018
Q1 		– Sell
-215
Closed -$17K – 660
2017
Q4 		$17K Buy
+215
New +$16K ﹤0.01% 1077

Other funds holding CINF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's CINF Position: Q1 2026 in Review

Summit Trail Advisors increased its Cincinnati Financial (CINF) stake by 77% in Q1 2026, buying an estimated $700K and bringing the position to 9,889 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #702.

Summit Trail Advisors first reported a position in CINF in Q4 2017 and has held it in 5 quarters since. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Summit Trail Advisors held 9,889 shares of Cincinnati Financial worth $1.56M as of Q1 2026.
  • Summit Trail Advisors bought 4,302 Cincinnati Financial shares in Q1 2026, an estimated $700K.
  • Cincinnati Financial made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #702 holding.
  • Summit Trail Advisors first reported a position in Cincinnati Financial in Q4 2017 and has held it in 5 quarters since.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.