Wharton Business Group’s Cincinnati Financial CINF Stock Holding History

Wharton Business Group’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 Q2	–	Sell	-2,282	Closed	-$337K	–	138
2025 Q1	$337K	Hold	2,282	–	–	0.02%	111
2024 Q4	$328K	Buy	+2,282	New	+$333K	0.01%	109
2024 Q3	–	Sell	-2,282	Closed	-$270K	–	143
2024 Q2	$270K	Hold	2,282	–	–	0.01%	120
2024 Q1	$283K	Hold	2,282	–	–	0.01%	116
2023 Q4	$236K	Hold	2,282	–	–	0.01%	122
2023 Q3	$233K	Hold	2,282	–	–	0.01%	128
2023 Q2	$222K	Hold	2,282	–	–	0.01%	122
2023 Q1	$255K	Hold	2,282	–	–	0.02%	126
2022 Q4	$234K	Hold	2,282	–	–	0.01%	130
2022 Q3	$204K	Hold	2,282	–	–	0.01%	126
2022 Q2	$272K	Hold	2,282	–	–	0.02%	113
2022 Q1	$310K	Hold	2,282	–	–	0.02%	113
2021 Q4	$260K	Buy	+2,282	New	+$270K	0.02%	116
2021 Q3	–	Sell	-2,300	Closed	-$268K	–	78
2021 Q2	$268K	Hold	2,300	–	–	0.02%	105
2021 Q1	$237K	Hold	2,300	–	–	0.02%	109
2020 Q4	$201K	Buy	+2,300	New	+$184K	0.02%	111
2020 Q1	–	Sell	-2,328	Closed	-$245K	–	106
2019 Q4	$245K	Hold	2,328	–	–	0.02%	105
2019 Q3	$272K	Hold	2,328	–	–	0.03%	83
2019 Q2	$241K	Hold	2,328	–	–	0.02%	90
2019 Q1	$200K	Buy	+2,328	New	+$192K	0.02%	97

Other funds holding CINF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wharton Business Group's CINF Position: Q2 2025 in Review

Wharton Business Group sold out of Cincinnati Financial (CINF) in Q2 2025, closing a stake of 2,282 shares — an estimated $337K sold.

Wharton Business Group first reported a position in CINF in Q1 2019 and held it in 20 quarters. The position peaked at $337K in Q1 2025. 865 funds tracked by Wall St. Rank hold CINF as of Q2 2025.

Wharton Business Group reported no remaining Cincinnati Financial position as of Q2 2025 after selling out during the quarter.
Wharton Business Group sold 2,282 Cincinnati Financial shares in Q2 2025, an estimated $337K.
Wharton Business Group first reported a position in Cincinnati Financial in Q1 2019 and held it in 20 quarters.
Wharton Business Group's Cincinnati Financial position peaked at $337K in Q1 2025.
865 funds tracked by Wall St. Rank held Cincinnati Financial as of Q2 2025.

Based on Wharton Business Group's 13F filing for Q2 2025, filed 14 Aug 2025.