Cincinnati Specialty Underwriters Insurance CO — 13F Holdings & Portfolio

CIK 1426763 · latest 13F-HR filed 2026-05-11

Cincinnati Specialty Underwriters Insurance CO manages $411.6M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (15.60%), AVGO (13.70%), ENB (5.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 1, added to 20, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$411.6M

Long-equity book

Holdings

46

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+9 / −1 / ↑20 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ARTHUR J GALLAGHER ORD$5.5M +254.2%
  • PROLOGIS REIT$4.7M +308.3%
  • MARSH ORD$3.8M +158.1%
  • VALERO ENERGY ORD$3.7M +51.8%
  • ABBVIE ORD$3.6M +58.2%
Show all 20

Top Trims

  • BROADCOM ORD-$78.4M -58.2%
  • APPLE ORD-$19.5M -23.3%
  • MICROSOFT ORD-$6.8M -23.5%
  • AUTOMATIC DATA PROCESSING ORD-$2.5M -21.0%
  • ACCENTURE CL A ORD-$1.8M -26.1%
Show all 9

New Positions

  • OWENS CORNIING ORD$9.1M
  • THERMO FISHER SCIENTIFIC ORD$7.8M
  • MICROCHIP TECHNOLOGY ORD$7.4M
  • UNITEDHEALTH GRP ORD$7.0M
  • LAM RESEARCH ORD$5.9M
Show all 9

Exited Positions

  • LAM RESEARCH ORD$4.8M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE ORD AAPL 037833100 $64.2M 15.60% 253,080 SH
2 BROADCOM ORD AVGO 11135F101 $56.4M 13.70% 182,268 SH
3 ENBRIDGE ORD ENB 29250N105 $24.0M 5.84% 443,664 SH
4 MICROSOFT ORD MSFT 594918104 $22.2M 5.40% 60,000 SH
5 JPMORGAN CHASE ORD JPM 46625H100 $13.7M 3.32% 46,500 SH
6 ANALOG DEVICES ORD ADI 032654105 $11.9M 2.88% 37,300 SH
7 WEC ENERGY GROUP ORD WEC 92939U106 $11.0M 2.67% 95,000 SH
8 VALERO ENERGY ORD VLO 91913Y100 $10.9M 2.65% 44,133 SH
9 HOME DEPOT ORD HD 437076102 $10.5M 2.56% 32,000 SH
10 CISCO SYSTEMS ORD CSCO 17275R102 $10.0M 2.44% 129,500 SH
11 ABBVIE ORD ABBV 00287Y109 $9.8M 2.39% 45,200 SH
12 AUTOMATIC DATA PROCESSING ORD ADP 053015103 $9.5M 2.32% 47,000 SH
13 OWENS CORNIING ORD OC 690742101 $9.1M 2.20% 83,700 SH
14 RPM ORD RPM 749685103 $8.0M 1.93% 80,000 SH
15 THERMO FISHER SCIENTIFIC ORD TMO 883556102 $7.8M 1.89% 15,800 SH
16 ARTHUR J GALLAGHER ORD AJG 363576109 $7.7M 1.88% 35,671 SH
17 MICROCHIP TECHNOLOGY ORD MCHP 595017104 $7.4M 1.80% 115,000 SH
18 UNITEDHEALTH GRP ORD UNH 91324P102 $7.0M 1.71% 26,000 SH
19 PROLOGIS REIT PLD 74340W103 $6.3M 1.52% 47,325 SH
20 MARSH ORD MRSH 571748102 $6.2M 1.51% 35,826 SH
21 MONDELEZ INTERNATIONAL CL A ORD MDLZ 609207105 $6.0M 1.47% 104,700 SH
22 LAM RESEARCH ORD LRCX US5128073 $5.9M 1.44% 27,830 SH
23 TJX ORD TJX 872540109 $5.9M 1.44% 37,000 SH
24 3M ORD MMM 88579Y101 $5.8M 1.41% 40,100 SH
25 PROCTER & GAMBLE ORD PG 742718109 $5.4M 1.32% 37,700 SH
26 PHILIP MORRIS INTERNATIONAL ORD PM 718172109 $5.4M 1.31% 32,620 SH
27 AMERICAN TOWER REIT AMT 03027X100 $5.2M 1.26% 30,000 SH
28 RTX ORD RTX 75513E101 $5.0M 1.22% 26,000 SH
29 ACCENTURE CL A ORD ACN G1151C101 $5.0M 1.20% 25,000 SH
30 ARES MANAGEMENT CL A ORD ARES 03990B101 $4.9M 1.20% 45,315 SH
31 SNAP ON ORD SNA 833034101 $4.9M 1.19% 13,500 SH
32 NEXTERA ENERGY ORD NEE 65339F101 $4.6M 1.13% 50,000 SH
33 SOUTHSTATE BANK ORD SSB 84472E102 $4.6M 1.12% 50,000 SH
34 US BANCORP ORD USB 902973304 $4.1M 0.99% 78,500 SH
35 REGIONS FINANCIAL ORD RF 7591EP100 $4.0M 0.97% 153,033 SH
36 AIR PRODUCTS AND CHEMICALS ORD APD 009158106 $3.8M 0.92% 13,000 SH
37 MCDONALD'S ORD MCD 580135101 $3.6M 0.87% 11,500 SH
38 HASBRO ORD HAS 418056107 $2.8M 0.68% 30,000 SH
39 ABBOTT LABORATORIES ORD ABT 002824100 $2.8M 0.68% 27,200 SH
40 VERIZON COMMUNICATIONS ORD VZ 92343V104 $1.5M 0.37% 30,000 SH
41 COMCAST CL A ORD CMCSA 20030N101 $1.4M 0.35% 50,000 SH
42 AGREE REALTY REIT ORD ADC 008492100 $1.2M 0.30% 16,500 SH
43 PEPSICO ORD PEP 713448108 $1.1M 0.26% 7,000 SH
44 LYONDELLBASELL INDUSTRIES CL A ORD LYB N53745100 $993.5K 0.24% 12,333 SH
45 PINNACLE WEST ORD PNW 723484101 $979.3K 0.24% 9,720 SH
46 WESTERN ALLIANCE ORD WAL 957638109 $842.8K 0.20% 11,895 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $411.6M 46 0001104659-26-058362
2025-12-31 2026-02-12 $433.5M 38 0001104659-26-013984
2025-09-30 2025-11-06 $427.9M 37 0001104659-25-107503