Public record / Tickers / CINF

CINF — CINCINNATI FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about CINF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming CINF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-05
filed 2025-10-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Sheri Biggs · $1.0K–$15.0K

Sale · traded 2025-03-18 → filed 2025-10-05. Ranked over every CINF row by the provable lower bound, never a point estimate.

No member disclosed CINF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CINF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CINF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-05Sheri Biggs R–SC-3Sale · SP (spouse-owned)Traded 03-18 LATE·201d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-07-09Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-21 +18d$1K–$15K
2023-06-06Zoe Lofgren D–CA-18Sale · SP (spouse-owned)Traded 05-25 +12d$1K–$15K
2023-02-17Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 01-11 +37d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in CINF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CINF in the trailing 12 months.

Congress ↔ notable managers · CINF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $30.5M held
Trimming
1 Bridgewater Associates $888K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CINCINNATI FINL CORP

Merged timeline of congressional filings and notable-manager moves on CINF
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+63,050 sh
2026-05-15Bridgewater Associates 13Ftrim−22,166 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CINF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.6B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$794M1
6FIRST TRUST ADVISORS LP$331M1
7Invesco Ltd.$331M1
8LONDON CO OF VIRGINIA$297M1
9MORGAN STANLEY$296M1
10BANK OF AMERICA CORP /DE/$293M1
11GQG Partners LLC$239M1
12DIMENSIONAL FUND ADVISORS LP$238M1
13NORTHERN TRUST CORP$234M1
14JOHNSON INVESTMENT COUNSEL INC$229M1
15Legal & General Group Plc$176M1
16ProShare Advisors LLC$167M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$161M1
18ROYAL BANK OF CANADA$150M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$142M1
20VANGUARD FIDUCIARY TRUST CO$138M1
21UBS Group AG$125M1
22AQR CAPITAL MANAGEMENT LLC$125M1
23FIFTH THIRD BANCORP$96.9M1
24DEUTSCHE BANK AG\$93.8M1
25RAYMOND JAMES FINANCIAL INC$92.5M1
26BARCLAYS PLC$88.5M1
27Vest Financial, LLC$83.8M1
28Swiss National Bank$72.1M1
29Mariner, LLC$69.8M1
30US BANCORP \DE\$68.2M1
31HSBC HOLDINGS PLC$66.8M1
32Amundi$66.3M1
33CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.9M1
34Woodline Partners LP$60.8M1
35Mitsubishi UFJ Asset Management Co., Ltd.$60.7M1
36CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$56.7M1
37Vanguard Global Advisers, LLC$53.6M1
38Nuveen, LLC$52.3M1
39VANGUARD ASSET MANAGEMENT, Ltd$49.2M1
40Topsail Wealth Management, LLC$46.8M1
41NOMURA ASSET MANAGEMENT CO LTD$45.4M1
42WELLS FARGO & COMPANY/MN$44.1M1
43Verition Fund Management LLC$41.9M1
44National Pension Service$40.8M1
45Korea Investment CORP$40.8M1
46VICTORY CAPITAL MANAGEMENT INC$40.8M1
47TEACHER RETIREMENT SYSTEM OF TEXAS$38.4M1
48FRANKLIN RESOURCES INC$35.9M1
49PFA Pension, Forsikringsaktieselskab$31.2M1
50KEYBANK NATIONAL ASSOCIATION/OH$30.9M1
51Gotham Asset Management, LLC$30.5M1
52Allianz Asset Management GmbH$29.9M1
53TWO SIGMA INVESTMENTS, LP$28.5M1
54PRINCIPAL FINANCIAL GROUP INC$27.6M1
55Clearstead Advisors, LLC$27.1M1
56Quantinno Capital Management LP$26.7M1
57ALLIANCEBERNSTEIN L.P.$25.8M1
58Arbejdsmarkedets Tillaegspension$25.2M1
59CITIGROUP INC$25.1M1
60NFJ INVESTMENT GROUP, LLC$25.0M1
61LPL Financial LLC$23.4M1
62Mirae Asset Global Investments Co., Ltd.$23.3M1
63HighTower Advisors, LLC$22.7M1
64ENVESTNET ASSET MANAGEMENT INC$22.4M1
65STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$22.1M1
66ROYAL LONDON ASSET MANAGEMENT LTD$21.7M1
67BARTLETT & CO. WEALTH MANAGEMENT LLC$21.1M1
68MILLENNIUM MANAGEMENT LLC$20.7M1
69AVIVA PLC$20.3M1
70Creative Planning$19.9M1
71Select Equity Group, L.P.$19.8M1
72MERCER GLOBAL ADVISORS INC /ADV$19.7M1
73Weiss Asset Management LP$19.7M1
74Illinois Municipal Retirement Fund$18.9M1
75FMR LLC$18.6M1
76Kestra Advisory Services, LLC$18.6M1
77Rockefeller Capital Management L.P.$18.4M1
78Squarepoint Ops LLC$18.2M1
79CREDIT AGRICOLE S A$17.9M1
80BANK OF MONTREAL /CAN/$17.6M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$17.4M1
82Baird Financial Group, Inc.$17.0M1
83Verity & Verity, LLC$16.7M1
84APG Asset Management N.V.$16.5M1
85Aberdeen Group plc$16.2M1
86MATHER GROUP, LLC.$15.5M1
87GatePass Capital, LLC$15.3M1
88STIFEL FINANCIAL CORP$14.4M1
89STATE OF WISCONSIN INVESTMENT BOARD$13.7M1
90Waverly Advisors, LLC$13.4M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$12.9M1
92Vanguard Investments Australia, Ltd.$12.2M1
93Chevy Chase Trust Holdings, LLC$12.2M1
94Aware Super Pty Ltd as trustee of Aware Super$12.0M1
95PRUDENTIAL FINANCIAL INC$11.9M1
96SCS Capital Management LLC$11.8M1
97Tredje AP-fonden$11.3M1
98CANADA PENSION PLAN INVESTMENT BOARD$10.7M1
99TORONTO DOMINION BANK$10.6M1
100Corient Private Wealth LLC$10.6M1
101Pictet Asset Management Holding SA$10.4M1
102Cerity Partners LLC$10.3M1
103TD ASSET MANAGEMENT INC$9.9M1
104Asset Management One Co., Ltd.$9.9M1
105Venture Visionary Partners LLC$9.7M1
106WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.6M1
107FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.6M1
108Cresset Asset Management, LLC$9.5M1
109Resona Asset Management Co.,Ltd.$9.4M1
110NATIONAL BANK OF CANADA /FI/$9.1M1
111AMERICAN CENTURY COMPANIES INC$9.0M1
112Beacon Pointe Advisors, LLC$8.9M1
113AE Wealth Management LLC$8.8M1
114MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.7M1
115Andra AP-fonden$8.6M1
116BNP Paribas Asset Management Holding S.A.$8.4M1
117Lansforsakringar Fondforvaltning AB (publ)$8.3M1
118Pettinga Financial Advisors LLC$8.3M1
119SEB Asset Management AB$8.2M1
120Narwhal Capital Management$8.0M1
121CITADEL ADVISORS LLC$8.0M1
122Swiss Life Asset Management Ltd$8.0M1
123State of New Jersey Common Pension Fund D$8.0M1
124STOREBRAND ASSET MANAGEMENT AS$7.7M1
125MACKENZIE FINANCIAL CORP$7.6M1
126Cetera Investment Advisers$7.1M1
127PUBLIC SECTOR PENSION INVESTMENT BOARD$7.0M1
128Ensign Peak Advisors, Inc$6.8M1
129Czech National Bank$6.7M1
130Arizona State Retirement System$6.7M1
131STATE OF MICHIGAN RETIREMENT SYSTEM$6.4M1
132CIBC Asset Management Inc$6.4M1
133SEI INVESTMENTS CO$6.3M1
134OSAIC HOLDINGS, INC.$6.3M1
135MUFG Securities EMEA plc$6.2M1
136CIBC Bancorp USA Inc.$6.1M1
137Regal Investment Advisors LLC$6.0M1
138Rafferty Asset Management, LLC$6.0M1
139HANCOCK WHITNEY CORP$5.8M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$5.7M1
141COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.7M1
142VOYA INVESTMENT MANAGEMENT LLC$5.6M1
143COMMONWEALTH EQUITY SERVICES, LLC$5.5M1
144MAI Capital Management$5.4M1
145Man Group plc$5.3M1
146Sanctuary Advisors, LLC$5.2M1
147Retirement Systems of Alabama$5.2M1
148IFM Investors Pty Ltd$5.1M1
149World Investment Advisors$4.8M1
150Robeco Institutional Asset Management B.V.$4.7M1
151Daiwa Securities Group Inc.$4.7M1
152Souders Financial Advisors$4.6M1
153O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.6M1
154Linscomb Wealth, Inc.$4.6M1
155USS Investment Management Ltd$4.4M1
156Empowered Funds, LLC$4.4M1
157Revisor Wealth Management LLC$4.3M1
158MONARCH CAPITAL MANAGEMENT INC$4.3M1
159XPONANCE LLC$4.3M1
160Focus Partners Wealth$4.3M1
161BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.3M1
162Cercano Management LLC$4.2M1
163ASPIRIANT, LLC$4.2M1
164Journey Advisory Group, LLC$4.2M1
165Orion Porfolio Solutions, LLC$4.1M1
166Bellwether Advisors, LLC$4.1M1
167Kinloch Capital, LLC$4.0M1
168CWM, LLC$4.0M1
169Utah Retirement Systems$3.9M1
170SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M1
171Dupree Financial Group, LLC$3.8M1
172Kingsview Wealth Management, LLC$3.7M1
173SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.7M1
174Walleye Capital LLC$3.7M1
175NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.6M1
176Rakuten Investment Management, Inc.$3.6M1
177Investment Management Corp of Ontario$3.6M1
178Vanguard Personalized Indexing Management, LLC$3.5M1
179NEOS Investment Management LLC$3.5M1
180MACQUARIE GROUP LTD$3.5M1
181DONALDSON CAPITAL MANAGEMENT, LLC$3.4M1
182BANK OF NOVA SCOTIA$3.4M1
183BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.4M1
184GUGGENHEIM CAPITAL LLC$3.4M1
185Sumitomo Mitsui DS Asset Management Company, Ltd$3.4M1
186NISSAY ASSET MANAGEMENT CORP /JAPAN$3.3M1
187Pathstone Holdings, LLC$3.3M1
188ABN AMRO INVESTMENT SOLUTIONS$3.2M1
189DAYMARK WEALTH PARTNERS, LLC$3.1M1
190Trilogy Capital Inc.$3.1M1
191Connor, Clark & Lunn Investment Management Ltd.$3.1M1
192Legacy Financial Strategies, LLC$3.0M1
193PDS Planning, Inc$3.0M1
194Larson Financial Group LLC$3.0M1
195NewEdge Advisors, LLC$2.9M1
196Cherokee Insurance Co$2.8M1
197OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
198Trueblood Wealth Management, LLC$2.8M1
199HENGEHOLD CAPITAL MANAGEMENT LLC$2.8M1
200NATIXIS$2.7M1
201UniSuper Management Pty Ltd$2.7M1
202Janus Henderson Group Ltd.$2.7M1
203Sequoia Financial Advisors, LLC$2.6M1
204MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
205CIBC WORLD MARKET INC.$2.6M1
206OP Asset Management Ltd$2.5M1
207NORDEA INVESTMENT MANAGEMENT AB$2.4M1
208Octavia Wealth Advisors, LLC$2.4M1
209TRUIST FINANCIAL CORP$2.4M1
210QRG CAPITAL MANAGEMENT, INC.$2.4M1
211NewEdge Wealth, LLC$2.4M1
212Shay Capital LLC$2.4M1
213MGO ONE SEVEN LLC$2.3M1
214Vestmark Advisory Solutions, Inc.$2.3M1
215BlueSky Wealth Advisors, LLC$2.3M1
216Atria Investments, Inc$2.2M1
217OPPENHEIMER & CO INC$2.2M1
218Wealthfront Advisers LLC$2.2M1
219Sepio Capital, LP$2.2M1
220Weaver C. Barksdale & Associates, Inc.$2.2M1
221Trexquant Investment LP$2.1M1
222MCF Advisors LLC$2.1M1
223Avanza Fonder AB$2.1M1
224IEQ CAPITAL, LLC$2.1M1
225Susquehanna Portfolio Strategies, LLC$2.1M1
226CFS Investment Advisory Services, LLC$2.1M1
227Osmosis Investment Management UK Ltd$2.1M1
228Oak Thistle LLC$2.0M1
229MITCHELL SINKLER & STARR/PA$2.0M1
230KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.9M1
231Virtus Investment Advisers, LLC$1.9M1
232Candriam S.C.A.$1.9M1
233Values First Advisors, Inc.$1.8M1
234Applied Capital LLC/FL$1.8M1
235Jessup Wealth Management, Inc$1.8M1
236Jain Global LLC$1.8M1
237Ullmann Wealth Partners Group, LLC$1.8M1
238FLPUTNAM INVESTMENT MANAGEMENT CO$1.8M1
239Federation des caisses Desjardins du Quebec$1.8M1
240Hennion & Walsh Asset Management, Inc.$1.8M1
241WELLINGTON MANAGEMENT GROUP LLP$1.7M1
242NOMURA HOLDINGS INC$1.7M1
243PCA Investment Advisory Services Inc.$1.7M1
244Central Pacific Bank - Trust Division$1.7M1
245INTECH INVESTMENT MANAGEMENT LLC$1.7M1
246COMMERCE BANK$1.7M1
247ADAGE CAPITAL PARTNERS GP, L.L.C.$1.6M1
248BROWN ADVISORY INC$1.6M1
249Aljian Capital Management, LLC$1.6M1
250Ascent Group, LLC$1.6M1
251Vident Advisory, LLC$1.6M1
252Curi Capital, LLC$1.6M1
253Summit Trail Advisors, LLC$1.6M1
254Lincoln Capital LLC$1.5M1
255HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
256PATTON ALBERTSON MILLER GROUP, LLC$1.5M1
257&PARTNERS$1.5M1
258MIZUHO SECURITIES USA LLC$1.5M1
259Board of the Pension Protection Fund$1.5M1
260Lido Advisors, LLC$1.5M1
261Independent Advisor Alliance$1.5M1
262Western Wealth Management, LLC$1.5M1
263Pallas Capital Advisors LLC$1.4M1
264Prosperity Consulting Group, LLC$1.4M1
265Private Advisor Group, LLC$1.4M1
266Inspire Investing, LLC$1.4M1
267QUADRANT CAPITAL GROUP LLC$1.4M1
268SCHRODER INVESTMENT MANAGEMENT GROUP$1.4M1
269Geneos Wealth Management Inc.$1.4M1
270Norinchukin Bank, The$1.4M1
271NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4M1
272LBP AM SA$1.4M1
273Valmark Advisers, Inc.$1.3M1
274Beverly Hills Private Wealth, LLC$1.3M1
275GATEWAY INVESTMENT ADVISERS LLC$1.3M1
276First City Capital Management, Inc.$1.3M1
277Dynamic Technology Lab Private Ltd$1.3M1
278WBI INVESTMENTS, LLC$1.3M1
279OMERS ADMINISTRATION Corp$1.3M1
280Stratos Wealth Partners, LTD.$1.3M1
281Atom Investors LP$1.3M1
282Eurizon Capital SGR S.p.A.$1.3M1
283Metis Global Partners, LLC$1.3M1
284Blue Trust, Inc.$1.3M1
285ASSETMARK, INC$1.3M1
286DENALI ADVISORS LLC$1.3M1
287Ameritas Advisory Services, LLC$1.2M1
288Wealth Dimensions Group, Ltd.$1.2M1
289Impact Partnership Wealth, LLC$1.2M1
290UNIVEST FINANCIAL Corp$1.2M1
291JANE STREET GROUP, LLC$1.2M1
292Crossmark Global Holdings, Inc.$1.2M1
293Maryland State Retirement & Pension System$1.2M1
294MARATHON CAPITAL MANAGEMENT$1.2M1
295MML INVESTORS SERVICES, LLC$1.2M1
296Savant Capital, LLC$1.2M1
297Merit Financial Group, LLC$1.2M1
298CI INVESTMENTS INC.$1.2M1
299Salvus Wealth Management, LLC$1.1M1
300ING GROEP NV$1.1M1
301HORAN Wealth, LLC$1.1M1
302PENINSULA ASSET MANAGEMENT INC$1.1M1
303M&T BANK CORP$1.1M1
304PANAGORA ASSET MANAGEMENT INC$1.1M1
305NOVEM GROUP$1.1M1
306United Advisor Group, LLC$1.0M1
307SC&H Financial Advisors, Inc.$1.0M1
308Siemens Fonds Invest GmbH$1.0M1
309Allspring Global Investments Holdings, LLC$1.0M1
310Haverford Trust Co$999K1
311Trivium Point Advisory, LLC$992K1
312Allworth Financial LP$979K1
313Crew Capital Management, Ltd$969K1
314Tidal Investments LLC$950K1
315Aviance Capital Partners, LLC$942K1
316Formidable Asset Management, LLC$900K1
317Guardian Wealth Advisors, LLC$893K1
318TOKIO MARINE ASSET MANAGEMENT CO LTD$893K1
319Glenview Trust Co$891K1
320Callan Family Office, LLC$888K1
321Bridgewater Associates, LP$888K1
322Saxony Capital Management, LLC$874K1
323MONEY CONCEPTS CAPITAL CORP$867K1
324Brand Asset Management Group, Inc.$845K1
325Empirical Finance, LLC$844K1
326Nautilus Advisors LLC$839K1
327CENTRAL TRUST Co$832K1
328Steward Partners Investment Advisory, LLC$827K1
329denkapparat Operations GmbH$810K1
330Marshall Financial Group, LLC$798K1
331Advyzon Investment Management, LLC$798K1
332Axecap Investments, LLC$796K1
333Westhampton Capital, LLC$791K1
334NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$785K1
335Belpointe Asset Management LLC$773K1
336Truvestments Capital LLC$763K1
337KESTRA PRIVATE WEALTH SERVICES, LLC$760K1
338Arax Advisory Partners$750K1
339CONTRAVISORY INVESTMENT MANAGEMENT, INC.$749K1
340Johnson Financial Group, Inc.$733K1
341Blackhawk Capital Partners, LLC$731K1
342B. Metzler seel. Sohn & Co. AG$731K1
343Town & Country Bank & Trust CO dba First Bankers Trust CO$727K1
344Indivisible Partners$726K1
345STEPHENS INC /AR/$724K1
346OneDigital Investment Advisors LLC$710K1
347Ridge Creek Global, Inc$708K1
348UNITED CAPITAL FINANCIAL ADVISORS, LLC$704K1
349North Dakota State Investment Board$701K1
350HUB Investment Partners, LLC$699K1
351DAVENPORT & Co LLC$698K1
352WESTCO ADVISORY SERVICES INC /ADV$696K1
353Rehmann Capital Advisory Group$684K1
354EXCHANGE TRADED CONCEPTS, LLC$674K1
355BOOTHBAY FUND MANAGEMENT, LLC$672K1
356Linden Thomas Advisory Services, LLC$667K1
357Signature Equity Partners, LLC$665K1
358SECURIAN ASSET MANAGEMENT, INC$664K1
359LS Investment Advisors, LLC$663K1
360PFG Investments, LLC$661K1
361Kingdom Financial Group LLC.$654K1
362TMB Capital Partners, LLC$654K1
363nVerses Capital, LLC$653K1
364Truepoint, Inc.$643K1
365Freestone Grove Partners LP$642K1
366Vontobel Holding Ltd.$638K1
367Summit Financial Strategies, Inc.$638K1
368EVENTIDE ASSET MANAGEMENT, LLC$637K1
369D.A. DAVIDSON & CO.$617K1
370Qtron Investments LLC$616K1
371Koshinski Asset Management, Inc.$615K1
372BIP Wealth, LLC$602K1
373BlackDiamond Wealth Management, LLC$597K1
374GDS Wealth Management$596K1
375Snowden Capital Advisors LLC$593K1
376Vise Technologies, Inc.$593K1
377PETTYJOHN, WOOD & WHITE, INC$590K1
378XML Financial, LLC$590K1
379Weaver Capital Management LLC$589K1
380EVERGREEN CAPITAL MANAGEMENT LLC$585K1
381Global X Japan Co., Ltd.$585K1
382RS CRUM INC.$584K1
383HB Wealth Management, LLC$578K1
384HBK Sorce Advisory LLC$577K1
385CHOREO, LLC$570K1
386MAD RIVER INVESTORS$566K1
387AssuredPartners Investment Advisors, LLC$565K1
388GC Wealth Management RIA, LLC$558K1
389Krilogy Financial LLC$558K1
390PAX Financial Group, LLC$553K1
391EVOLVE PRIVATE WEALTH, LLC$540K1
392CRAWFORD INVESTMENT COUNSEL INC$526K1
393Blake Schutter Theil Wealth Advisors, LLC$520K1
394Mutual Advisors, LLC$517K1
395Ballentine Partners, LLC$514K1
396Csenge Advisory Group$503K1
397Bridgewater Advisors Inc.$496K1
398BARLOW WEALTH PARTNERS, LLC$495K1
399MARTINGALE ASSET MANAGEMENT L P$490K1
400BURNEY CO/$486K1
401SIMPLEX TRADING, LLC$483K1
402Penobscot Investment Management Company, Inc.$483K1
403Concurrent Investment Advisors, LLC$481K1
404First Affirmative Financial Network$476K1
405PARTHENON LLC$472K1
406Sandro Wealth Management LLC$471K1
407Sterling Investment Counsel, LLC$469K1
408Apollon Wealth Management, LLC$462K1
409Wagner Wealth Management, Corp$457K1
410Gateway Wealth Partners, LLC$457K1
411ASHTON THOMAS SECURITIES, LLC$456K1
412Sigma Planning Corp$454K1
413Optimize Financial Inc$453K1
414Prospera Financial Services Inc$452K1
415HFG Advisors, Inc.$448K1
416ASR Vermogensbeheer N.V.$446K1
417BEESE FULMER INVESTMENT MANAGEMENT, INC.$428K1
418William B. Walkup & Associates, Inc.$428K1
419INVESTMENT PARTNERS, LTD.$428K1
420Tower Research Capital LLC (TRC)$427K1
421Community Financial Services Group, LLC$426K1
422Kohmann Bosshard Financial Services, LLC$426K1
423McAdam, LLC$424K1
424SYM FINANCIAL Corp$419K1
425Laird Norton Wetherby Trust Company, LLC$418K1
426Swisher Financial Concepts, Inc.$414K1
427Brendel Financial Advisors LLC$411K1
428Voleon Capital Management LP$407K1
429COLDSTREAM CAPITAL MANAGEMENT INC$405K1
430FOUNDATIONS INVESTMENT ADVISORS, LLC$403K1
431BIRCH FINANCIAL GROUP, LLC$403K1
432Kapstone Financial Advisors LLC$399K1
433Ranch Capital Advisors Inc.$397K1
434EP Wealth Advisors, LLC$392K1
435J. Safra Sarasin Holding AG$390K1
436Essex Financial Services, Inc.$383K1
437Wedmont Private Capital$382K1
438CATALYST FINANCIAL PARTNERS LLC$378K1
439WASHINGTON TRUST BANK$374K1
440Aptus Capital Advisors, LLC$373K1
441Samalin Investment Counsel, LLC$371K1
442Ascentis Independent Advisors$371K1
443Capital Investment Counsel, Inc$369K1
444PRUDENTIAL PLC$368K1
445Brooklyn Investment Group$366K1
446BALYASNY ASSET MANAGEMENT L.P.$366K1
447Lakeshore Financial Planning, Inc.$366K1
448Equitable Holdings, Inc.$361K1
449Lewis Asset Management, LLC$359K1
450S-Bank Fund Management Ltd$358K1
451Meeder Advisory Services, Inc.$356K1
452FOX RUN MANAGEMENT, L.L.C.$354K1
453GTS SECURITIES LLC$353K1
454Bull Harbor Capital LLC$352K1
455OneAscent Financial Services LLC$350K1
456McLaughlin Asset Management, Inc.$350K1
457BLAIR WILLIAM & CO/IL$349K1
458Lantz Financial LLC$349K1
459TEMA ETFS LLC$344K1
460Asset One Wealth Management LLC$342K1
461Ballast, Inc.$341K1
462PACES FERRY WEALTH ADVISORS, LLC$341K1
463Generations Wealth, LLC$339K1
464Clear Trail Advisors, LLC$338K1
465Checchi Capital Advisers, LLC$336K1
466Compound Planning, Inc.$336K1
467State of Wyoming$335K1
468Mayflower Financial Advisors, LLC$325K1
469Kessler Investment Group, LLC$324K1
470Expressive Wealth LLC$322K1
471Pinion Investment Advisors, LLC$318K1
472GWN SECURITIES INC.$318K1
473MBA Advisors LLC$318K1
474GROUPAMA ASSET MANAGMENT$315K1
475LMCG INVESTMENTS, LLC$315K1
476Jacobi Capital Management LLC$308K1
477Cyndeo Wealth Partners, LLC$307K1
478RETIREMENT INCOME SOLUTIONS, INC$307K1
479Focus Partners Advisor Solutions, LLC$302K1
480WealthPlan Investment Management, LLC$298K1
481Fisher Asset Management, LLC$298K1
482EARNED WEALTH ADVISORS, LLC$297K1
483REGIONS FINANCIAL CORP$296K1
484DIVIDEND ASSETS CAPITAL, LLC$296K1
485CVFG LLC$295K1
486Stirlingshire Investments, Inc.$294K1
487BankChampaign, National Association$293K1
488FRANKLIN STREET ADVISORS INC /NC$292K1
489Clark Capital Management Group, Inc.$290K1
490Exit Wealth Advisors, LLC.$289K1
491Smartleaf Asset Management LLC$288K1
492Claro Advisors Inc.$286K1
493Chicago Partners Investment Group LLC$284K1
494BKM Wealth Management, LLC$283K1
495Odyssean, LLC$281K1
496Sound Financial Strategies Group, LLC$279K1
497LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$277K1
498Trust Asset Management LLC$273K1
4993Chopt Investment Partners, LLC$273K1
500PRINCIPAL SECURITIES, INC.$272K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CINF

RETAINED WINDOW · ACTIVE HITS

Zero hits on CINF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CINF · financials and macro

Financials — as filed PLANNED

CINF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CINF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing