SEC 13F Intelligence

Johnson Investment Counsel Inc / CINF

Johnson Investment Counsel Inc’s Cincinnati Finl Corp Position

Does Johnson Investment Counsel Inc own Cincinnati Finl Corp (CINF)? Yes — 1.45M shares worth $229M (+1.85% of its 13F portfolio) as of Q1 2026, up from 1.40M shares the prior filed quarter.

Position Value
$229M
Q1 2026
Shares
1.45M
% of Portfolio
+1.85%
Quarters Held
30
currently held

Position History CINF

Reported value by quarter
Q4 ’18: $73MQ4 ’18Q1 ’19: $81MQ2 ’19: $88MQ3 ’19: $101MQ4 ’19: $91MQ4 ’19Q1 ’20: $66MQ2 ’20: $55MQ3 ’20: $67MQ4 ’20: $75MQ4 ’20Q1 ’21: $99MQ2 ’21: $111MQ3 ’21: $110MQ4 ’21: $110MQ4 ’21Q1 ’22: $131MQ2 ’22: $120MQ3 ’22: $117MQ4 ’22: $133MQ4 ’22Q1 ’23: $147MQ2 ’23: $128MQ3 ’23: $138MQ4 ’23: $138MQ4 ’23Q1 ’24: $166MQ2 ’24: $157MQ3 ’24: $180MQ4 ’24: $192MQ4 ’24Q1 ’25: $205MQ2 ’25: $204MQ3 ’25: $222MQ4 ’25: $229MQ4 ’25Q1 ’26: $229Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.45M$229M+1.85%
Q4 20251.40M$229M+1.87%
Q3 20251.41M$222M+1.86%
Q2 20251.37M$204M+1.83%
Q1 20251.39M$205M+1.98%
Q4 20241.33M$192M+1.87%
Q3 20241.32M$180M+1.77%
Q2 20241.33M$157M+1.65%
Q1 20241.33M$166M+1.80%
Q4 20231.33M$138M+1.62%
Q3 20231.35M$138M+1.78%
Q2 20231.32M$128M+1.59%
Q1 20231.31M$147M+1.95%
Q4 20221.30M$133M+1.81%
Q3 20221.30M$117M+1.73%
Q2 20221.00M$120M+1.70%
Q1 2022960.7K$131M+1.63%
Q4 2021957.3K$110M+1.34%
Q3 2021959.0K$110M+1.47%
Q2 2021950.2K$111M+1.59%
Q1 2021951.3K$99M+1.48%
Q4 2020851.8K$75M+1.25%
Q3 2020854.7K$67M+1.24%
Q2 2020855.3K$55M+1.12%
Q1 2020871.5K$66M+1.47%
Q4 2019862.5K$91M+1.72%
Q3 2019859.6K$101M+2.01%
Q2 2019850.5K$88M+1.82%
Q1 2019941.1K$81M+1.73%
Q4 2018943.5K$73M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Johnson Investment Counsel Inc’s full portfolio or all institutional holders of CINF.