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Waverly Advisors’s Cincinnati Financial CINF Stock Holding History

Waverly 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 		$13.4M Sell
85,446
-291
-0.3% -$47.3K 0.1% 204
2025
Q4 		$14M Buy
85,737
+35
+0% +$5.67K 0.11% 174
2025
Q3 		$13.5M Buy
85,702
+981
+1% +$149K 0.14% 150
2025
Q2 		$12.6M Sell
84,721
-1,198
-1% -$172K 0.14% 151
2025
Q1 		$12.7M Sell
85,919
-1,061
-1% -$149K 0.15% 144
2024
Q4 		$12.5M Buy
86,980
+84,181
+3,008% +$12.3M 0.19% 112
2024
Q3 		$381K Buy
2,799
+11
+0.4% +$1.42K 0.01% 630
2024
Q2 		$329K Buy
2,788
+600
+27% +$70.3K 0.01% 649
2024
Q1 		$272K Buy
+2,188
New +$247K 0.01% 594
2018
Q1 		– Sell
-4,353
Closed -$326K – 217
2017
Q4 		$326K Sell
4,353
-110
-2% -$8.19K 0.05% 186
2017
Q3 		$342K Hold
4,463
– – 0.07% 170
2017
Q2 		$323K Sell
4,463
-14
-0.3% -$993 0.08% 169
2017
Q1 		$324K Buy
+4,477
New +$325K 0.09% 163

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

Waverly Advisors's CINF Position: Q1 2026 in Review

Waverly Advisors reduced its Cincinnati Financial (CINF) stake by 0.34% in Q1 2026, selling an estimated $47.3K and leaving 85,446 shares worth $13.4M. The position accounts for 0.1% of the portfolio, ranked #204.

Waverly Advisors first reported a position in CINF in Q1 2017 and has held it in 13 quarters since. The position peaked at $14M in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

  • Waverly Advisors held 85,446 shares of Cincinnati Financial worth $13.4M as of Q1 2026.
  • Waverly Advisors sold 291 Cincinnati Financial shares in Q1 2026, an estimated $47.3K.
  • Cincinnati Financial made up 0.1% of Waverly Advisors's portfolio in Q1 2026, its #204 holding.
  • Waverly Advisors first reported a position in Cincinnati Financial in Q1 2017 and has held it in 13 quarters since.
  • Waverly Advisors's Cincinnati Financial position peaked at $14M in Q4 2025.
  • 918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.