TWP
CINF icon

Total Wealth Planning’s Cincinnati Financial CINF Stock Holding History

Total Wealth Planning’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
Q4 		– Sell
-1,731
Closed -$274K – 45
2025
Q3 		$274K Hold
1,731
– – 0.03% 99
2025
Q2 		$258K Sell
1,731
-23
-1% -$3.29K 0.03% 97
2025
Q1 		$259K Buy
1,754
+207
+13% +$29.1K 0.04% 85
2024
Q4 		$222K Sell
1,547
-246
-14% -$35.9K 0.03% 89
2024
Q3 		$244K Hold
1,793
– – 0.04% 87
2024
Q2 		$224K Buy
+1,793
New +$210K 0.04% 88

Other funds holding CINF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning's CINF Position: Q4 2025 in Review

Total Wealth Planning sold out of Cincinnati Financial (CINF) in Q4 2025, closing a stake of 1,731 shares — an estimated $274K sold.

Total Wealth Planning first reported a position in CINF in Q2 2024 and held it in 6 quarters. The position peaked at $274K in Q3 2025. 924 funds tracked by Wall St. Rank hold CINF as of Q4 2025.

  • Total Wealth Planning reported no remaining Cincinnati Financial position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 1,731 Cincinnati Financial shares in Q4 2025, an estimated $274K.
  • Total Wealth Planning first reported a position in Cincinnati Financial in Q2 2024 and held it in 6 quarters.
  • Total Wealth Planning's Cincinnati Financial position peaked at $274K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Cincinnati Financial as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.