Cincinnati Insurance Co

13F filer · CIK 0001279885

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$6.94BU.S. long equity reported on 13F

Positions620 new · 0 closed

Net flow last quarter-$194MBuys minus sells

Top 10 positions weight39.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202662 positions
MSFTMicrosoft Corp	$442M	6.36%	0.02%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$438M	6.31%	0.05%	-11.5%	Q2 2013
ABBVAbbVie Inc.	$354M	5.09%	0.08%	Not reported	Q2 2013
CMICummins Inc	$305M	4.40%	0.31%	-26.4%	Q4 2015
JNJJohnson & Johnson	$271M	3.90%	0.04%	Not reported	Q2 2013
ADIAnalog Devices Inc	$224M	3.23%	0.12%	Not reported	Q1 2017
RTXRTX Corp	$213M	3.07%	0.08%	Not reported	Q2 2020
PEPPepsico Inc	$168M	2.42%	0.09%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$160M	2.31%	0.03%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$157M	2.26%	0.03%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$151M	2.17%	0.04%	Not reported	Q2 2013
TJXTJX Companies Inc	$146M	2.10%	0.09%	Not reported	Q3 2018
APDAir Products & Chemicals, Inc.	$138M	1.98%	0.21%	Not reported	Q4 2018
AVGOBroadcom Inc.	$129M	1.86%	0.01%	Not reported	Q4 2017
USBUS Bancorp \de\	$126M	1.82%	0.13%	-4.9%	Q2 2013
AAPLApple Inc.	$122M	1.75%	0.00%	Not reported	Q2 2013
RPMRPM International Inc	$115M	1.65%	0.81%	Not reported	Q2 2013
WECWec Energy Group, Inc.	$114M	1.65%	0.30%	Not reported	Q2 2015
BLKBlackRock, Inc.	$111M	1.60%	0.07%	Not reported	Q2 2013
RFRegions Financial Corp	$107M	1.54%	0.42%	Not reported	Q1 2024
CVXChevron Corp	$105M	1.52%	0.03%	Not reported	Q2 2013
MCDMcdonalds Corp	$105M	1.51%	0.06%	Not reported	Q2 2013
ABTAbbott Laboratories	$105M	1.51%	0.07%	Not reported	Q2 2013
DUKDuke Energy CORP	$101M	1.45%	0.10%	Not reported	Q2 2013
VLOValero Energy Corp	$92.9M	1.34%	0.12%	Not reported	Q2 2017
UNHUnitedhealth Group Inc	$91.5M	1.32%	0.02%	Not reported	Q3 2014
ENBEnbridge Inc	$89.3M	1.29%	0.08%	Not reported	Q1 2017
HASHasbro, Inc.	$86.5M	1.25%	0.74%	Not reported	Q2 2013
MMM3m Co	$84.5M	1.22%	0.10%	Not reported	Q2 2013
DOVDOVER Corp	$82.7M	1.19%	0.27%	Not reported	Q2 2013
HDHome Depot, Inc.	$79.9M	1.15%	0.02%	Not reported	Q1 2017
QCOMQualcomm Inc	$79M	1.14%	0.04%	Not reported	Q2 2013
ACNAccenture plc	$76.6M	1.10%	0.10%	Not reported	Q3 2014
TMOThermo Fisher Scientific Inc.	$70.7M	1.02%	0.04%	+32.7%	Q1 2026
NSCNorfolk Southern Corp	$67.4M	0.97%	0.10%	-1.2%	Q2 2013
MDLZMondelez International, Inc.	$67.1M	0.97%	0.09%	Not reported	Q2 2020
MCHPMicrochip Technology Inc	$65.4M	0.94%	0.13%	Not reported	Q2 2013
ADCAgree Realty Corp	$59.8M	0.86%	0.63%	Not reported	Q2 2022
WALWestern Alliance Bancorporation	$59.6M	0.86%	0.66%	Not reported	Q1 2024
DGDollar General Corp	$50.3M	0.72%	0.20%	Not reported	Q4 2023
SNASnap-on Inc	$49.9M	0.72%	0.24%	Not reported	Q1 2019
LYBLyondellBasell Industries N.V.	$46.6M	0.67%	0.27%	Not reported	Q2 2016
PMPhilip Morris International Inc.	$43.9M	0.63%	0.02%	Not reported	Q2 2013
NEENextera Energy Inc	$43.1M	0.62%	0.02%	Not reported	Q4 2019
MAMastercard Inc	$41.6M	0.60%	0.01%	+32.8%	Q2 2023
ARESAres Management Corp	$41.3M	0.59%	0.12%	Not reported	Q4 2025
ADPAutomatic Data Processing Inc	$40.5M	0.58%	0.05%	Not reported	Q2 2013
XYLXylem Inc.	$38M	0.55%	0.14%	+36.6%	Q1 2026
AJGArthur J. Gallagher & Co.	$36.1M	0.52%	0.06%	-36.1%	Q3 2025
OCOwens Corning	$33.7M	0.49%	0.27%	Not reported	Q1 2024

Q1 2026Reported May 11, 202661 positions
JPMJPMorgan Chase & Co	$445M	6.72%	0.06%	Not reported	Q2 2013
MSFTMicrosoft Corp	$438M	6.62%	0.02%	Not reported	Q2 2013
CMICummins Inc	$313M	4.72%	0.42%	-4.2%	Q4 2015
ABBVAbbVie Inc.	$306M	4.62%	0.08%	Not reported	Q2 2013
JNJJohnson & Johnson	$261M	3.94%	0.04%	Not reported	Q2 2013
RTXRTX Corp	$216M	3.27%	0.08%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$199M	3.01%	0.03%	Not reported	Q2 2013
PEPPepsico Inc	$193M	2.91%	0.09%	Not reported	Q2 2013
ADIAnalog Devices Inc	$180M	2.71%	0.12%	Not reported	Q1 2017
TJXTJX Companies Inc	$154M	2.32%	0.09%	Not reported	Q3 2018
PGPROCTER & GAMBLE Co	$148M	2.24%	0.04%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$136M	2.06%	0.21%	Not reported	Q4 2018
CVXChevron Corp	$132M	1.99%	0.03%	Not reported	Q2 2013
ACNAccenture plc	$122M	1.85%	0.10%	Not reported	Q3 2014
MCDMcdonalds Corp	$121M	1.83%	0.05%	Not reported	Q2 2013
ABTAbbott Laboratories	$119M	1.80%	0.07%	Not reported	Q2 2013
USBUS Bancorp \de\	$114M	1.73%	0.14%	Not reported	Q2 2013
WECWec Energy Group, Inc.	$113M	1.71%	0.30%	Not reported	Q2 2015
BLKBlackRock, Inc.	$111M	1.68%	0.07%	Not reported	Q2 2013
AAPLApple Inc.	$107M	1.61%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$106M	1.60%	0.01%	Not reported	Q4 2017
DUKDuke Energy CORP	$104M	1.57%	0.10%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$104M	1.56%	0.03%	Not reported	Q2 2013
RPMRPM International Inc	$103M	1.55%	0.81%	Not reported	Q2 2013
HASHasbro, Inc.	$98M	1.48%	0.74%	Not reported	Q2 2013
RFRegions Financial Corp	$92.6M	1.40%	0.41%	Not reported	Q1 2024
ENBEnbridge Inc	$89.2M	1.35%	0.08%	Not reported	Q1 2017
VLOValero Energy Corp	$88.1M	1.33%	0.12%	Not reported	Q2 2017
DOVDOVER Corp	$76.9M	1.16%	0.27%	Not reported	Q2 2013
MMM3m Co	$75.8M	1.14%	0.10%	Not reported	Q2 2013
HDHome Depot, Inc.	$74.5M	1.13%	0.02%	Not reported	Q1 2017
LYBLyondellBasell Industries N.V.	$71.3M	1.08%	0.27%	Not reported	Q2 2016
MDLZMondelez International, Inc.	$66.8M	1.01%	0.09%	Not reported	Q2 2020
NSCNorfolk Southern Corp	$62.3M	0.94%	0.10%	-17.9%	Q2 2013
UNHUnitedhealth Group Inc	$59.6M	0.90%	0.02%	Not reported	Q3 2014
ADCAgree Realty Corp	$59.5M	0.90%	0.66%	Not reported	Q2 2022
HONHoneywell International Inc	$55.4M	0.84%	0.04%	Not reported	Q2 2013
QCOMQualcomm Inc	$55.1M	0.83%	0.04%	Not reported	Q2 2013
AJGArthur J. Gallagher & Co.	$53.3M	0.81%	0.10%	+34.1%	Q3 2025
TMOThermo Fisher Scientific Inc.	$52.2M	0.79%	0.03%	New	Q1 2026
DGDollar General Corp	$51.8M	0.78%	0.20%	Not reported	Q4 2023
WALWestern Alliance Bancorporation	$51.4M	0.78%	0.66%	Not reported	Q1 2024
MRSHMarsh & Mclennan Companies, Inc.	$47.8M	0.72%	0.06%	Not reported	Q3 2025
MCHPMicrochip Technology Inc	$46.3M	0.70%	0.13%	+15.9%	Q2 2013
CMCSAComcast Corp	$46M	0.70%	0.04%	+54.5%	Q1 2020
NEENextera Energy Inc	$45.6M	0.69%	0.02%	Not reported	Q4 2019
SNASnap-on Inc	$45M	0.68%	0.24%	Not reported	Q1 2019
ARESAres Management Corp	$40.4M	0.61%	0.12%	+517.8%	Q4 2025
PMPhilip Morris International Inc.	$40.1M	0.61%	0.02%	Not reported	Q2 2013
ADPAutomatic Data Processing Inc	$36.8M	0.56%	0.05%	Not reported	Q2 2013

Q4 2025Reported Feb 12, 202660 positions
MSFTMicrosoft Corp	$573M	8.75%	0.02%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$487M	7.44%	0.06%	Not reported	Q2 2013
LRCXLam Research Corp	$427M	6.52%	0.20%	Not reported	Q3 2022
ABBVAbbVie Inc.	$321M	4.90%	0.08%	Not reported	Q2 2013
CMICummins Inc	$310M	4.73%	0.44%	Not reported	Q4 2015
JNJJohnson & Johnson	$221M	3.37%	0.04%	Not reported	Q2 2013
RTXRTX Corp	$206M	3.14%	0.08%	Not reported	Q2 2020
PEPPepsico Inc	$178M	2.72%	0.09%	Not reported	Q2 2013
ACNAccenture plc	$165M	2.52%	0.10%	Not reported	Q3 2014
ADIAnalog Devices Inc	$153M	2.34%	0.12%	Not reported	Q1 2017
TJXTJX Companies Inc	$148M	2.26%	0.09%	Not reported	Q3 2018
PGPROCTER & GAMBLE Co	$147M	2.25%	0.04%	Not reported	Q2 2013
ABTAbbott Laboratories	$145M	2.21%	0.07%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$141M	2.15%	0.03%	Not reported	Q2 2013
BLKBlackRock, Inc.	$124M	1.89%	0.07%	Not reported	Q2 2013
MCDMcdonalds Corp	$119M	1.82%	0.05%	Not reported	Q2 2013
AVGOBroadcom Inc.	$119M	1.81%	0.01%	Not reported	Q4 2017
USBUS Bancorp \de\	$117M	1.79%	0.14%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$116M	1.77%	0.21%	Not reported	Q4 2018
AAPLApple Inc.	$114M	1.74%	0.00%	Not reported	Q2 2013
RPMRPM International Inc	$107M	1.64%	0.81%	Not reported	Q2 2013
WECWec Energy Group, Inc.	$103M	1.58%	0.30%	Not reported	Q2 2015
CSCOCisco Systems, Inc.	$103M	1.57%	0.03%	Not reported	Q2 2013
CVXChevron Corp	$96.9M	1.48%	0.03%	Not reported	Q2 2013
RFRegions Financial Corp	$96.1M	1.47%	0.40%	Not reported	Q1 2024
DUKDuke Energy CORP	$93.2M	1.42%	0.10%	Not reported	Q2 2013
HASHasbro, Inc.	$85.9M	1.31%	0.75%	Not reported	Q2 2013
MMM3m Co	$83.5M	1.28%	0.10%	Not reported	Q2 2013
PFEPfizer Inc	$80.6M	1.23%	0.06%	-7.1%	Q2 2013
ENBEnbridge Inc	$78.8M	1.20%	0.08%	Not reported	Q1 2017
HDHome Depot, Inc.	$77.9M	1.19%	0.02%	Not reported	Q1 2017
NSCNorfolk Southern Corp	$76.3M	1.17%	0.12%	Not reported	Q2 2013
QCOMQualcomm Inc	$73.1M	1.12%	0.04%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$72.7M	1.11%	0.02%	Not reported	Q3 2014
DOVDOVER Corp	$72M	1.10%	0.27%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$62.4M	0.95%	0.09%	Not reported	Q2 2020
WALWestern Alliance Bancorporation	$61M	0.93%	0.66%	Not reported	Q1 2024
VLOValero Energy Corp	$58M	0.89%	0.12%	Not reported	Q2 2017
DGDollar General Corp	$58M	0.89%	0.20%	Not reported	Q4 2023
ADCAgree Realty Corp	$56.9M	0.87%	0.66%	Not reported	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$51.2M	0.78%	0.06%	Not reported	Q3 2025
HONHoneywell International Inc	$47.8M	0.73%	0.04%	Not reported	Q2 2013
AJGArthur J. Gallagher & Co.	$47.5M	0.73%	0.07%	Not reported	Q3 2025
ADPAutomatic Data Processing Inc	$46.6M	0.71%	0.04%	Not reported	Q2 2013
SNASnap-on Inc	$42.7M	0.65%	0.24%	Not reported	Q1 2019
NEENextera Energy Inc	$39.4M	0.60%	0.02%	Not reported	Q4 2019
MCHPMicrochip Technology Inc	$39.4M	0.60%	0.11%	+21.5%	Q2 2013
PMPhilip Morris International Inc.	$38.9M	0.59%	0.02%	Not reported	Q2 2013
LYBLyondellBasell Industries N.V.	$38.3M	0.59%	0.28%	Not reported	Q2 2016
MAMastercard Inc	$34.8M	0.53%	0.01%	Not reported	Q2 2023

Q3 2025Reported Nov 6, 202560 positions
MSFTMicrosoft Corp	$613M	9.50%	0.02%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$477M	7.39%	0.06%	Not reported	Q2 2013
ABBVAbbVie Inc.	$325M	5.04%	0.08%	Not reported	Q2 2013
CMICummins Inc	$256M	3.97%	0.44%	Not reported	Q4 2015
JNJJohnson & Johnson	$198M	3.06%	0.04%	Not reported	Q2 2013
RTXRTX Corp	$188M	2.91%	0.08%	Not reported	Q2 2020
PEPPepsico Inc	$174M	2.70%	0.09%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$158M	2.45%	0.04%	Not reported	Q2 2013
ABTAbbott Laboratories	$155M	2.40%	0.07%	Not reported	Q2 2013
ACNAccenture plc	$152M	2.35%	0.10%	Not reported	Q3 2014
TJXTJX Companies Inc	$139M	2.16%	0.09%	Not reported	Q3 2018
ADIAnalog Devices Inc	$139M	2.15%	0.11%	Not reported	Q1 2017
BLKBlackRock, Inc.	$135M	2.09%	0.07%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$132M	2.05%	0.03%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$128M	1.98%	0.21%	Not reported	Q4 2018
RPMRPM International Inc	$122M	1.89%	0.81%	Not reported	Q2 2013
MCDMcdonalds Corp	$118M	1.83%	0.05%	Not reported	Q2 2013
AVGOBroadcom Inc.	$113M	1.75%	0.01%	Not reported	Q4 2017
WECWec Energy Group, Inc.	$112M	1.74%	0.30%	Not reported	Q2 2015
AAPLApple Inc.	$107M	1.66%	0.00%	Not reported	Q2 2013
USBUS Bancorp \de\	$106M	1.65%	0.14%	Not reported	Q2 2013
CVXChevron Corp	$98.8M	1.53%	0.03%	Not reported	Q2 2013
DUKDuke Energy CORP	$98.4M	1.52%	0.10%	Not reported	Q2 2013
RFRegions Financial Corp	$93.5M	1.45%	0.40%	Not reported	Q1 2024
HDHome Depot, Inc.	$91.8M	1.42%	0.02%	Not reported	Q1 2017
CSCOCisco Systems, Inc.	$91.3M	1.41%	0.03%	Not reported	Q2 2013
PFEPfizer Inc	$88.7M	1.37%	0.06%	Not reported	Q2 2013
ENBEnbridge Inc	$83.1M	1.29%	0.08%	Not reported	Q1 2017
MMM3m Co	$81M	1.25%	0.10%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$79.4M	1.23%	0.12%	Not reported	Q2 2013
HASHasbro, Inc.	$79.4M	1.23%	0.75%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$76M	1.18%	0.02%	Not reported	Q3 2014
MDLZMondelez International, Inc.	$72.4M	1.12%	0.09%	Not reported	Q2 2020
QCOMQualcomm Inc	$71.1M	1.10%	0.04%	Not reported	Q2 2013
WALWestern Alliance Bancorporation	$62.9M	0.97%	0.66%	Not reported	Q1 2024
DOVDOVER Corp	$61.5M	0.95%	0.27%	Not reported	Q2 2013
VLOValero Energy Corp	$60.7M	0.94%	0.11%	Not reported	Q2 2017
AJGArthur J. Gallagher & Co.	$56.9M	0.88%	0.07%	New	Q3 2025
ADCAgree Realty Corp	$56.1M	0.87%	0.69%	Not reported	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$55.6M	0.86%	0.06%	New	Q3 2025
ADPAutomatic Data Processing Inc	$53.1M	0.82%	0.04%	Not reported	Q2 2013
HONHoneywell International Inc	$51.6M	0.80%	0.04%	Not reported	Q2 2013
DGDollar General Corp	$45.1M	0.70%	0.20%	+12.9%	Q4 2023
LYBLyondellBasell Industries N.V.	$43.4M	0.67%	0.28%	+12.7%	Q2 2016
SNASnap-on Inc	$42.9M	0.67%	0.24%	Not reported	Q1 2019
PMPhilip Morris International Inc.	$39.3M	0.61%	0.02%	Not reported	Q2 2013
CBChubb Ltd	$39.3M	0.61%	0.04%	-64.6%	Q2 2013
NEENextera Energy Inc	$37.1M	0.57%	0.02%	Not reported	Q4 2019
MAMastercard Inc	$34.7M	0.54%	0.01%	Not reported	Q2 2023
MCHPMicrochip Technology Inc	$32.7M	0.51%	0.09%	Not reported	Q2 2013

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