13FPulse
中
CI

CINF CINCINNATI FINANCIAL CORP

2026Q2 · CUSIP 172062101 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
934
Institutions that reported holding it to the SEC
Net increase in holders
+12
Last quarter 922 → now 934
How unusual is that
Above average
Stronger buying than 73% of US stocks
What the filings say, in one paragraph

934 funds held CINF at the end of 2026Q2, up 12 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $14.0B(YoY +19.6%), the P/E is 8.1x, return on equity is 20.0%. CINF has had 21 buying rushes in its history, and the price moved +3.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=379 2013Q4: holders=406 2014Q1: holders=385 2014Q2: holders=383 2014Q3: holders=389 2014Q4: holders=399 2015Q1: holders=396 2015Q2: holders=394 2015Q3: holders=422 2015Q4: holders=460 2016Q1: holders=487 2016Q2: holders=502 2016Q3: holders=505 2016Q4: holders=515 2017Q1: holders=475 2017Q2: holders=474 2017Q3: holders=467 2017Q4: holders=495 2018Q1: holders=504 2018Q2: holders=493 2018Q3: holders=489 2018Q4: holders=524 2019Q1: holders=560 2019Q2: holders=583 2019Q3: holders=585 2019Q4: holders=619 2020Q1: holders=577 2020Q2: holders=540 2020Q3: holders=548 2020Q4: holders=569 2021Q1: holders=609 2021Q2: holders=631 2021Q3: holders=646 2021Q4: holders=691 2022Q1: holders=719 2022Q2: holders=715 2022Q3: holders=648 2022Q4: holders=678 2023Q1: holders=712 2023Q2: holders=707 2023Q3: holders=706 2023Q4: holders=745 2024Q1: holders=759 2024Q2: holders=753 2024Q3: holders=788 2024Q4: holders=843 2025Q1: holders=857 2025Q2: holders=867 2025Q3: holders=869 2025Q4: holders=927 2026Q1: holders=922 2026Q2: holders=934 -67 -33.5 +0 +33.5 +67 341661981 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 10% +4.4% —
2025Q1 Top 20% +1.6% +8.2%
2024Q4 Top 10% +10.8% +10.7%
2024Q3 Top 10% -10.7% -3.4%
2023Q4 Top 20% +8.1% +19.0%
2023Q1 Top 5% +3.1% +0.2%
2022Q4 Top 20% -15.4% -16.3%
2022Q1 Top 10% -14.4% -14.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
286
Change in large funds
+10
Total value they hold
$20.6B
Funds buying for the first time
126
Funds that sold out entirely
114
Price change that quarter
+3.0%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
8.1
EPS (TTM)
$21.20
EPS YoY
+83.7%
Revenue (TTM)
$14.0B
Revenue YoY
+19.6%
Net margin
23.8%
ROE
20.0%
Debt ratio
61.4%
FCF (TTM)
$3.4B
Dividend (TTM)
$3.62
Quarterly Revenue & EPS
2021-09-30: EPS 0.94 2021-12-31: EPS 9.17 2022-03-31: EPS -1.66 2022-06-30: EPS -5.12 2022-09-30: EPS -2.63 2022-12-31: EPS 6.35 2023-03-31: EPS 1.42 2023-06-30: EPS 3.38 2023-09-30: EPS -0.63 2023-12-31: EPS 7.49 2024-03-31: EPS 4.78 2024-06-30: EPS 1.98 2024-09-30: EPS 5.20 2024-12-31: EPS 2.57 2025-03-31: EPS -0.57 2025-06-30: EPS 4.34 2025-09-30: EPS 7.11 2025-12-31: EPS 4.29 2026-03-31: EPS 1.75 2026-06-30: EPS 8.05 0B 2.1B 4.3B $B -5.63 2.23 10.09 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 10 7 2488 4969 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K555M1.1B 20162017201820192020202120222023202420252026
Latest quarter $654M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.