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VWM
Venturi Wealth Management’s
Cincinnati Financial
CINF
Stock Holding History
Venturi Wealth Management’s Portfolio
CINF Stock Details
CINF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-60
Closed
-$8.62K
–
801
2024
Q4
$8.62K
Buy
60
+27
+82%
+$3.94K
﹤0.01%
1468
2024
Q3
$4.49K
Hold
33
–
–
﹤0.01%
1473
2024
Q2
$3.9K
Buy
33
+2
+6%
+$234
﹤0.01%
1272
2024
Q1
$3.85K
Sell
31
-21
-40%
-$2.37K
﹤0.01%
1143
2023
Q4
$5.38K
Sell
52
-4
-7%
-$406
﹤0.01%
1018
2023
Q3
$5.73K
Sell
56
-10,538
-99%
-$1.1M
﹤0.01%
941
2023
Q2
$1.03M
Buy
10,594
+512
+5%
+$52.9K
0.08%
147
2023
Q1
$1.13M
Sell
10,082
-731
-7%
-$83.1K
0.09%
138
2022
Q4
$1.11M
Buy
10,813
+1,237
+13%
+$127K
0.1%
149
2022
Q3
$858K
Buy
9,576
+14
+0.1%
+$1.44K
0.08%
155
2022
Q2
$1.14M
Sell
9,562
-314
-3%
-$39.9K
0.1%
119
2022
Q1
$1.34M
Buy
9,876
+233
+2%
+$28.6K
0.1%
112
2021
Q4
$1.1M
Sell
9,643
-225
-2%
-$26.6K
0.08%
153
2021
Q3
$1.13M
Sell
9,868
-1,569
-14%
-$186K
0.09%
136
2021
Q2
$1.33M
Sell
11,437
-320
-3%
-$36.9K
0.12%
121
2021
Q1
$1.21M
Buy
+11,757
New
+$1.13M
0.12%
126
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$1.66T AUM
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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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