Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Cincinnati Financial Corp. (CINF)
← All CINF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q2 0 0.00 Sell 100.00% 0.45 $98.01–113.69 · VW $108.06i SEC
2019   Q1 1,927,856 0.45 Reduce 16.07% 0.08 $83.00–100.08 · VW $93.77i $165,603,000 SEC
2018   Q4 2,297,074 0.52 Reduce 14.44% 0.08 $71.21–87.16 · VW $81.73i $177,839,000 SEC
2018   Q3 2,684,709 0.52 Add 0.03% <0.01 $71.01–82.14 · VW $78.29i $206,212,000 SEC
2018   Q2 2,683,935 0.44 Reduce 0.16% <0.01 $66.33–77.27 · VW $73.42i $179,448,000 SEC
2018   Q1 2,688,297 0.50 Reduce 1.04% <0.01 $68.28–77.12 · VW $71.59i $199,633,000 SEC
2017   Q4 2,716,644 0.48 Reduce 1.03% <0.01 $69.86–78.04 · VW $74.16i $203,667,000 SEC
2017   Q3 2,744,885 0.47 Reduce 1.27% <0.01 $70.07–77.76 · VW $74.19i $210,176,000 SEC
2017   Q2 2,780,168 0.49 Reduce 0.80% <0.01 $69.29–81.98 · VW $76.04i $201,423,000 SEC
2017   Q1 2,802,478 0.50 Add 0.17% <0.01 $68.49–75.35 · VW $71.31i $202,535,000 SEC
2016   Q4 2,797,812 0.54 Reduce 2.12% 0.01 $68.24–79.60 · VW $73.60i $211,934,000 SEC
2016   Q3 2,858,462 0.55 Reduce 23.31% 0.17 $68.11–78.09 · VW $74.31i $215,585,000 SEC
2016   Q2 3,727,310 0.71 Reduce 14.33% 0.10 $68.56–77.63 · VW $74.43i $279,138,000 SEC
2016   Q1 4,350,870 0.73 Reduce 48.98% 0.63 $63.34–69.73 · VW $67.39i $284,373,000 SEC
2015   Q4 8,528,358 1.29 Reduce 10.83% 0.15 $53.64–64.22 · VW $60.33i $504,623,000 SEC
2015   Q3 9,564,330 1.34 Reduce 1.31% 0.02 $50.78–61.56 · VW $57.82i $514,561,000 SEC
2015   Q2 9,691,675 1.19 Reduce 1.10% 0.01 $49.72–56.94 · VW $53.00i $486,328,000 SEC
2015   Q1 9,799,883 1.28 Add 0.63% <0.01 $50.30–54.92 · VW $51.93i $522,138,000 SEC
2014   Q4 9,738,200 1.27 Reduce 0.79% <0.01 $49.68–55.35 · VW $52.60i $504,731,000 SEC
2014   Q3 9,815,755 1.20 Add 1.51% 0.02 $45.09–51.89 · VW $49.31i $461,831,000 SEC
2014   Q2 9,669,402 1.18 Add 0.56% <0.01 $45.69–49.44 · VW $47.74i $464,518,000 SEC
2014   Q1 9,615,811 1.31 Add 0.56% <0.01 $46.24–49.73 · VW $48.33i $467,905,000 SEC
2013   Q4 9,562,094 1.43 Reduce 1.24% 0.02 $44.90–53.74 · VW $48.51i $500,767,000 SEC
2013   Q3 9,682,566 1.40 Add 0.58% <0.01 $43.62–53.14 · VW $49.72i $456,630,000 SEC
2013   Q2 9,626,532 1.42 Add 0.17% <0.01 $44.53–50.01 · VW $46.74i $441,858,000 SEC
2013   Q1 9,610,673 1.98 Reduce 13.75% 0.28 $44.40–50.60 · VW $47.45i $453,528,000 SEC
2012   Q4 11,142,842 2.04 Reduce 8.12% 0.18 $38.41–47.25 · VW $43.56i $436,354,000 SEC
2012   Q3 12,128,155 2.22 Reduce 6.48% 0.16 $36.96–40.70 · VW $39.39i $459,536,000 SEC
2012   Q2 12,969,016 2.52 Add 0.48% 0.01 $34.82–39.88 · VW $37.79i $493,730,000 SEC
2012   Q1 12,906,547 2.33 Add 1.28% 0.03 $33.06–36.55 · VW $35.23i $445,405,000 SEC
2011   Q4 12,743,855 2.27 Add 2.55% 0.06 $28.70–36.05 · VW $33.31i $388,178,000 SEC
2011   Q3 12,427,510 2.19 Add 7.98% 0.16 $24.66–30.47 · VW $28.26i $327,216,000 SEC
2011   Q2 11,508,652 2.08 Add 5.81% 0.11 $23.65–30.40 · VW $27.32i $335,822,000 SEC
2011   Q1 10,876,605 2.48 Add 1.39% 0.03 $29.55–34.16 · VW $31.38i $356,753,000 SEC
2010   Q4 10,727,105 1.09 Add 2.22% 0.02 $30.41–34.33 · VW $32.93i $339,942,000 SEC
2010   Q3 10,494,280 2.68 Add 1.08% 0.03 $26.90–31.24 · VW $29.43i $302,760,000 SEC
2010   Q2 10,381,669 2.74 Buy 2.74 $25.25–28.49 · VW $26.80i $268,574,000 SEC
2010   Q1 0 0.00 Sell 100.00% 2.32 $25.65–30.38 · VW $27.74i SEC
2009   Q4 6,895,850 2.32 Add 56.70% 0.84 $25.12–27.37 · VW $26.46i $180,947,000 SEC
2009   Q3 4,400,781 1.46 Buy 1.46 $24.51–26.58 · VW $25.54i $114,376,000 SEC
Price snapshot:
Current price$182.67
52-week low$140.72
52-week high$194.81