CINF — CINCINNATI FINL

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in CINCINNATI FINL (CINF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,818 -6 -0.3% 0.00% $287K $157.28
2025 Q1 REDUCED 1,824 -3,106 -63.0% 0.00% $269K $145.26
2024 Q4 INITIATED 4,930 — — 0.01% $708K $140.46
% of Fund (quarterly)    CINF price (monthly, adj. close)

Other funds also holding CINF

As of 2025 Q4 — sorted by position size

SCHULHOFF & CO INC 3Y 7Y 3.68% Dupree Financial Group, LLC 3.61% Welch Group, LLC 3Y 7Y 2.51% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.43% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 2.21% Brendel Financial Advisors LLC 3Y 7Y 2.15% LONDON CO OF VIRGINIA 3Y 7Y 1.93% JOHNSON INVESTMENT COUNSEL INC 3Y 7Y 1.87% Kinloch Capital, LLC 3Y 1.83% Pettinga Financial Advisors LLC 3Y 7Y 1.63%
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