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Valeo Financial Advisors’s Cincinnati Financial CINF Stock Holding History

Valeo 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
2020
Q3 		– Sell
-10,200
Closed -$653K – 1681
2020
Q2 		$653K Buy
+10,200
New +$673K 0.06% 158

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Valeo Financial Advisors's CINF Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cincinnati Financial (CINF) stake by 2.6% in Q2 2026, buying an estimated $25K and bringing the position to 5,941 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #290.

Valeo Financial Advisors first reported a position in CINF in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.6M in Q2 2021. 420 funds tracked by Wall St. Rank hold CINF as of Q2 2026.

  • Valeo Financial Advisors held 5,941 shares of Cincinnati Financial worth $1.1M as of Q2 2026.
  • Valeo Financial Advisors bought 151 Cincinnati Financial shares in Q2 2026, an estimated $25K.
  • Cincinnati Financial made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • Valeo Financial Advisors first reported a position in Cincinnati Financial in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Cincinnati Financial position peaked at $2.6M in Q2 2021.
  • 420 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.