CINFNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
CINCINNATI FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 27, 2026
$169.89−1.36 (-0.79%)
Close on Oct 19, 2026
- Market cap
- $26.45B
- P/E (TTM)
- 8.0
- Dividend yield
- 2.05%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.7%
112M of 153M shares
Institutional holders
953
127 new, 88 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
4 buys · 1 sales
Net sold $821.91K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,135,122 | 5.22% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,157,797 | 7.70% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 11,701,171 | 7.51% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 6.19% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CINF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,610,089 | 8.22% | $2.33B | −1,069 | 0.03% |
| Vanguard Capital Management LLC | 10,124,435 | 6.60% | $1.87B | +12,999 | 0.04% |
| State Street Corp | 8,539,606 | 5.56% | $1.59B | +252,227 | 0.05% |
| Vanguard Portfolio Management LLC | 8,150,052 | 5.31% | $1.51B | +33,566 | 0.07% |
| Charles Schwab Investment Management Inc | 5,482,870 | 3.57% | $1.02B | +440,143 | 0.14% |
| Geode Capital Management, LLC | 4,210,819 | 2.74% | $776.54M | +8,860 | 0.04% |
| First Trust Advisors LP | 4,145,056 | 2.70% | $767.42M | +2,040,599 | 0.45% |
| Invesco Ltd. | 2,671,164 | 1.74% | $494.54M | +569,901 | 0.04% |
| Morgan Stanley | 1,912,381 | 1.25% | $354.06M | +30,881 | 0.02% |
| Bank Of America Corp /De/ | 1,879,069 | 1.22% | $347.89M | +19,164 | 0.02% |
| London Co Of Virginia | 1,816,988 | 1.18% | $336.40M | −70,423 | 1.92% |
| Norges Bank | 1,660,670 | 1.08% | $307.46M | New | 0.03% |
| Dimensional Fund Advisors LP | 1,615,302 | 1.05% | $299.08M | +100,569 | 0.05% |
| Fort Washington Investment Advisors Inc /Oh/ | 1,495,541 | 0.97% | $276.88M | −3,135 | 1.39% |
| Northern Trust Corp | 1,451,673 | 0.95% | $268.76M | −34,214 | 0.03% |
| Johnson Investment Counsel Inc | 1,417,965 | 0.92% | $262.52M | −35,828 | 1.92% |
| Bahl & Gaynor Inc | 1,217,117 | 0.79% | $225.34M | −333 | 1.04% |
| Arrowstreet Capital, Limited Partnership | 1,214,615 | 0.79% | $224.87M | +311,587 | 0.10% |
| GQG Partners LLC | 1,170,338 | 0.76% | $216.68M | −347,980 | 0.40% |
| Legal & General Group Plc | 1,082,054 | 0.71% | $200.33M | −38,274 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 953 | 112M | 72.7% | 127 / 337 | 314 / 88 | 9M | 4M |
| Q1 2026 | 925 | 107M | 69.7% | 102 / 344 | 306 / 86 | 25M | 7M |
| Q4 2025 | 927 | 109M | 71.0% | 132 / 316 | 300 / 59 | 6M | 4M |
| Q3 2025 | 870 | 107M | 69.5% | 88 / 297 | 293 / 70 | 3M | 7M |
| Q2 2025 | 865 | 110M | 71.7% | 90 / 308 | 303 / 76 | 6M | 4M |
| Q1 2025 | 859 | 108M | 70.6% | 104 / 302 | 292 / 70 | 8M | 5M |
| Q4 2024 | 843 | 106M | 69.0% | 113 / 294 | 273 / 46 | 6M | 4M |
| Q3 2024 | 789 | 104M | 67.9% | 100 / 246 | 283 / 54 | 17M | 5M |
| Q2 2024 | 752 | 105M | 68.3% | 74 / 257 | 263 / 70 | 5M | 7M |
| Q1 2024 | 759 | 107M | 70.0% | 93 / 245 | 279 / 70 | 10M | 7M |
| Q4 2023 | 742 | 104M | 67.9% | 108 / 250 | 239 / 63 | 10M | 7M |
| Q3 2023 | 705 | 101M | 66.0% | 77 / 248 | 238 / 72 | 8M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CINF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,944,332 | 3.22% | $915.39M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 4,008,541 | 2.61% | $742.14M | 0.04% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 3,726,202 | 2.43% | $586.58M | 0.62% | May 31, 2026 |
| Vanguard Mid-Cap Index Fund | 3,373,518 | 2.20% | $624.57M | 0.28% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,127,885 | 1.39% | $393.96M | 0.04% | Jun 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 2,052,220 | 1.34% | $379.95M | 1.55% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,996,585 | 1.30% | $314.30M | 0.04% | May 31, 2026 |
| Vanguard Value Index Fund | 1,480,534 | 0.96% | $274.11M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,276,485 | 0.83% | $236.33M | 1.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,119,735 | 0.73% | $198.95M | 0.21% | Jul 31, 2026 |
| iShares Select Dividend ETF | 1,068,175 | 0.70% | $189.79M | 0.81% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 1,046,287 | 0.68% | $193.71M | 0.38% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 999,950 | 0.65% | $185.13M | 0.50% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 974,590 | 0.64% | $153.42M | 1.39% | May 31, 2026 |
| First Trust Capital Strength ETF | 923,359 | 0.60% | $170.95M | 2.24% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven J. Johnston | Chairman, Director | 226,537 | 0.15% | Mar 4, 2026 |
| Stephen M. Spray | President & CEO, Director | 72,731 | 0.05% | Mar 4, 2026 |
| John S. Kellington | EVP, Chief Info Off. -Sub | 144,588 | 0.09% | Jun 10, 2026 |
| Luyang Fu | Sr. VP, Chief Actuary - Sub | 12,464 | 0.01% | Jun 1, 2026 |
| Thomas Christopher Hogan | EVP/CLO & Corp Secretary | 19,843 | 0.01% | May 11, 2026 |
| Roger A. Brown | Sr VP, COO - Subsidary | 79,152 | 0.05% | May 7, 2026 |
| Michael J. Sewell | CFO, EVP & Treasurer | 150,285 | 0.10% | May 5, 2026 |
| Teresa C. Cracas | EVP, Chief Risk Off. - Sub | 59,326 | 0.04% | May 1, 2026 |
| Angela Ossello Delaney | Senior Vice President- Sub | 22,686 | 0.01% | Mar 4, 2026 |
| Scott Alan Schuler | Senior Vice President - Sub | 1,583 | 0.00% | Mar 4, 2026 |
| Chet Hogan Swisher | Senior Vice President - Sub | 5,823 | 0.00% | Mar 4, 2026 |
| Dawn Shannon Chapel | Senior Vice President - Sub | 4,967 | 0.00% | Mar 4, 2026 |
| Den Heuvel Will H. Van | Exec Vice President - Sub | 41,446 | 0.03% | Mar 4, 2026 |
| Sean Michael Givler | Exec Vice President - Sub | 34,343 | 0.02% | Mar 4, 2026 |
| Steven Anthony Soloria | EVP, Chief Investment Officer | 22,071 | 0.01% | Mar 4, 2026 |
| Marc Jon Schambow | SrVP/Chief Claims Officer-Sub | 29,692 | 0.02% | Mar 4, 2026 |
| Andrew Michael Schnell | Senior Vice President-Sub | 5,759 | 0.00% | Feb 27, 2026 |
| Robert Philip Sandercox | Senior Vice President-Sub | 2,361 | 0.00% | Feb 27, 2026 |
| Donald J. Doyle Jr | Sr Vice President - Subsidiary | 46,626 | 0.03% | Nov 24, 2025 |
| Theresa A. Hoffer | Sr Vice President - Subsidiary | 42,751 | 0.03% | Mar 5, 2025 |
| Dirk J. Debbink | Director | 94,712 | 0.06% | Aug 27, 2026 |
| Charles Odell Schiff | Director | 1,140,758 | 0.74% | Aug 4, 2026 |
| Lisa Marie Franchetti | Director | – | – | Jun 26, 2026 |
| Cheng-Sheng Peter Wu | Director | 1,803 | 0.00% | Feb 2, 2026 |
| David P. Osborn | Director | 64,605 | 0.04% | Feb 2, 2026 |
| Linda W. Clement-Holmes | Director | 17,987 | 0.01% | Feb 2, 2026 |
| Larry R. Webb | Director | 511,484 | 0.33% | Feb 2, 2026 |
| Nancy Cunningham Benacci | Director | 8,546 | 0.01% | Feb 2, 2026 |
| Edward Scott Wilkins | Director | 765 | 0.00% | Feb 2, 2026 |
| John F. Steele Jr | Director | 32,200 | 0.02% | Feb 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dirk J. Debbink Director | Aug 25, 2026 | Buy | +1,000 | $171.64 | $171.64K | 62,059 |
| Charles Odell Schiff Director | Aug 3, 2026 | Sale | −7,600 | $175.40 | $1.33M | 173,455 |
| John S. Kellington EVP, Chief Info Off. -Sub | Jun 8, 2026 | Option exercise | +24,221 | $85.67 | $2.08M | 144,588 |
| John S. Kellington EVP, Chief Info Off. -Sub | Jun 8, 2026 | Tax withholding | −17,536 | $163.73 | $2.87M | 127,052 |
| Luyang Fu Sr. VP, Chief Actuary - Sub | May 28, 2026 | Option exercise | +774 | $85.67 | $66.31K | 11,444 |
| Luyang Fu Sr. VP, Chief Actuary - Sub | May 28, 2026 | Tax withholding | −99 | $161.20 | $15.96K | 11,345 |
| Charles Odell Schiff Director | May 11, 2026 | Other | −27,122 | – | – | 122,911 |
| Thomas Christopher Hogan EVP/CLO & Corp Secretary | May 7, 2026 | Tax withholding | −74 | $160.96 | $11.91K | 18,706 |
| Thomas Christopher Hogan EVP/CLO & Corp Secretary | May 7, 2026 | Tax withholding | −145 | $160.96 | $23.34K | 18,780 |
| Thomas Christopher Hogan EVP/CLO & Corp Secretary | May 7, 2026 | Option exercise | +487 | $70.70 | $34.43K | 18,925 |
| Thomas Christopher Hogan EVP/CLO & Corp Secretary | May 7, 2026 | Option exercise | +957 | $71.19 | $68.13K | 18,438 |
| Roger A. Brown Sr VP, COO - Subsidary | May 5, 2026 | Tax withholding | −4,685 | $159.88 | $749.04K | 64,313 |
| Roger A. Brown Sr VP, COO - Subsidary | May 5, 2026 | Option exercise | +6,900 | $71.19 | $491.21K | 68,998 |
| Roger A. Brown Sr VP, COO - Subsidary | May 5, 2026 | Gift | −2,500 | – | – | 61,813 |
| Michael J. Sewell CFO, EVP & Treasurer | May 1, 2026 | Option exercise | +36,909 | $70.70 | $2.61M | 148,832 |
| Michael J. Sewell CFO, EVP & Treasurer | May 1, 2026 | Tax withholding | −8,822 | $163.54 | $1.44M | 140,010 |
| John S. Kellington EVP, Chief Info Off. -Sub | Apr 29, 2026 | Tax withholding | −18,935 | $163.92 | $3.10M | 120,367 |
| John S. Kellington EVP, Chief Info Off. -Sub | Apr 29, 2026 | Option exercise | +28,156 | $71.19 | $2.00M | 138,736 |
| Teresa C. Cracas EVP, Chief Risk Off. - Sub | Apr 29, 2026 | Tax withholding | −10,321 | $163.92 | $1.69M | 57,443 |
| Teresa C. Cracas EVP, Chief Risk Off. - Sub | Apr 29, 2026 | Option exercise | +15,386 | $70.70 | $1.09M | 65,880 |
| Luyang Fu Sr. VP, Chief Actuary - Sub | Apr 29, 2026 | Tax withholding | −147 | $163.92 | $24.10K | 10,670 |
| Luyang Fu Sr. VP, Chief Actuary - Sub | Apr 29, 2026 | Option exercise | +957 | $71.19 | $68.13K | 10,761 |
| Chet Hogan Swisher Senior Vice President - Sub | Mar 2, 2026 | Tax withholding | −491 | $167.16 | $82.08K | 5,823 |
| Chet Hogan Swisher Senior Vice President - Sub | Mar 2, 2026 | Option exercise | +282 | – | – | 5,549 |
| Chet Hogan Swisher Senior Vice President - Sub | Mar 2, 2026 | Tax withholding | −81 | $163.43 | $13.24K | 5,468 |
| Chet Hogan Swisher Senior Vice President - Sub | Mar 2, 2026 | Option exercise | +846 | $70.70 | $59.81K | 6,314 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Tax withholding | −2,340 | $163.43 | $382.43K | 38,410 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Option exercise | +7,006 | – | – | 40,832 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Option exercise | +452 | – | – | 41,284 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Tax withholding | −197 | $163.43 | $32.20K | 41,087 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Tax withholding | −167 | $163.43 | $27.29K | 40,920 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Option exercise | +389 | – | – | 33,826 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Option exercise | +382 | – | – | 33,437 |
| Den Heuvel Will H. Van Exec Vice President - Sub | Mar 2, 2026 | Tax withholding | −170 | $163.43 | $27.78K | 40,750 |
| Dawn Shannon Chapel Senior Vice President - Sub | Mar 2, 2026 | Tax withholding | −72 | $163.43 | $11.77K | 4,685 |
| Dawn Shannon Chapel Senior Vice President - Sub | Mar 2, 2026 | Option exercise | +250 | – | – | 4,757 |
| Scott Alan Schuler Senior Vice President - Sub | Mar 2, 2026 | Option exercise | +250 | – | – | 1,583 |
| Scott Alan Schuler Senior Vice President - Sub | Mar 2, 2026 | Tax withholding | −72 | $163.43 | $11.77K | 1,511 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Option exercise | +7,168 | – | – | 21,896 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Option exercise | +384 | – | – | 22,280 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Option exercise | +428 | – | – | 22,708 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Option exercise | +319 | – | – | 23,027 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Tax withholding | −139 | $163.43 | $22.72K | 22,888 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Tax withholding | −168 | $163.43 | $27.46K | 22,720 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Tax withholding | −2,412 | $163.43 | $394.19K | 20,121 |
| Steven Anthony Soloria EVP, Chief Investment Officer | Mar 2, 2026 | Tax withholding | −187 | $163.43 | $30.56K | 22,533 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Tax withholding | −155 | $163.43 | $25.33K | 21,370 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Option exercise | +6,522 | – | – | 21,170 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Option exercise | +362 | – | – | 14,648 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Option exercise | +422 | – | – | 14,286 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Tax withholding | −184 | $163.43 | $30.07K | 21,186 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Tax withholding | −2,558 | $163.43 | $418.05K | 18,470 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Option exercise | +355 | – | – | 21,525 |
| Angela Ossello Delaney Senior Vice President- Sub | Mar 2, 2026 | Tax withholding | −158 | $163.43 | $25.82K | 21,028 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Tax withholding | −3,861 | $163.43 | $631.00K | 110,580 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Tax withholding | −199 | $163.43 | $32.52K | 114,441 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Tax withholding | −236 | $163.43 | $38.57K | 114,640 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Tax withholding | −203 | $163.43 | $33.18K | 114,876 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Option exercise | +541 | – | – | 115,079 |
| John S. Kellington EVP, Chief Info Off. -Sub | Mar 2, 2026 | Option exercise | +465 | – | – | 114,538 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.