Cincinnati Specialty Underwriters Insurance CO

13F filer · CIK 0001426763

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$449MU.S. long equity reported on 13F

Positions440 new · 1 closed

Net flow last quarter-$15.6MBuys minus sells

Top 10 positions weight58.6%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, 202644 positions
AAPLApple Inc.	$73.2M	16.31%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$65.8M	14.65%	0.00%	-4.5%	Q4 2017
ENBEnbridge Inc	$24.1M	5.36%	0.02%	Not reported	Q1 2017
MSFTMicrosoft Corp	$22.4M	4.98%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$15.2M	3.39%	0.00%	Not reported	Q2 2013
ADIAnalog Devices Inc	$14.8M	3.30%	0.01%	Not reported	Q3 2018
OCOwens Corning	$13.3M	2.96%	0.11%	Not reported	Q1 2026
VLOValero Energy Corp	$11.5M	2.56%	0.01%	Not reported	Q2 2017
ABBVAbbVie Inc.	$11.4M	2.53%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$11.3M	2.51%	0.00%	Not reported	Q1 2017
WECWec Energy Group, Inc.	$11.1M	2.47%	0.03%	Not reported	Q3 2015
UNHUnitedhealth Group Inc	$10.8M	2.41%	0.00%	Not reported	Q1 2026
ADPAutomatic Data Processing Inc	$10.5M	2.34%	0.01%	Not reported	Q2 2013
MCHPMicrochip Technology Inc	$10.5M	2.34%	0.02%	Not reported	Q1 2026
RPMRPM International Inc	$8.89M	1.98%	0.06%	Not reported	Q2 2013
AJGArthur J. Gallagher & Co.	$8.19M	1.82%	0.01%	Not reported	Q4 2025
TMOThermo Fisher Scientific Inc.	$7.92M	1.76%	0.00%	Not reported	Q1 2026
MMM3m Co	$6.49M	1.45%	0.01%	Not reported	Q2 2013
PLDPrologis, Inc.	$6.41M	1.43%	0.01%	Not reported	Q2 2020
MDLZMondelez International, Inc.	$6.06M	1.35%	0.01%	Not reported	Q2 2020
MRSHMarsh & Mclennan Companies, Inc.	$5.97M	1.33%	0.01%	Not reported	Q4 2025
PMPhilip Morris International Inc.	$5.9M	1.31%	0.00%	Not reported	Q1 2026
TJXTJX Companies Inc	$5.61M	1.25%	0.00%	Not reported	Q2 2019
PGPROCTER & GAMBLE Co	$5.53M	1.23%	0.00%	Not reported	Q1 2026
SNASnap-on Inc	$5.43M	1.21%	0.03%	Not reported	Q1 2020
ABTAbbott Laboratories	$5.19M	1.16%	0.00%	+110.3%	Q2 2013
ARESAres Management Corp	$5.04M	1.12%	0.01%	Not reported	Q1 2026
SSBSouthState Bank Corp	$5M	1.11%	0.05%	Not reported	Q1 2026
RTXRTX Corp	$4.93M	1.10%	0.00%	Not reported	Q2 2020
AMTAmerican Tower Corp	$4.91M	1.09%	0.01%	Not reported	Q1 2018
USBUS Bancorp \de\	$4.74M	1.06%	0.01%	Not reported	Q2 2013
RFRegions Financial Corp	$4.62M	1.03%	0.02%	Not reported	Q1 2024
NEENextera Energy Inc	$4.39M	0.98%	0.00%	Not reported	Q4 2023
APDAir Products & Chemicals, Inc.	$3.81M	0.85%	0.01%	Not reported	Q4 2018
ACNAccenture plc	$3.11M	0.69%	0.00%	Not reported	Q3 2014
MCDMcdonalds Corp	$3.11M	0.69%	0.00%	Not reported	Q2 2013
HASHasbro, Inc.	$2.48M	0.55%	0.02%	Not reported	Q2 2013
VZVerizon Communications Inc	$1.27M	0.28%	0.00%	Not reported	Q2 2013
ADCAgree Realty Corp	$1.25M	0.28%	0.01%	Not reported	Q4 2022
CMCSAComcast Corp	$1.23M	0.27%	0.00%	Not reported	Q1 2021
PNWPinnacle West Capital Corp	$1.04M	0.23%	0.01%	Not reported	Q3 2020
WALWestern Alliance Bancorporation	$978K	0.22%	0.01%	Not reported	Q1 2024
PEPPepsico Inc	$948K	0.21%	0.00%	Not reported	Q2 2020
LYBLyondellBasell Industries N.V.	$649K	0.14%	0.00%	Not reported	Q2 2016
Q1 2026Reported May 11, 202645 positions
AAPLApple Inc.	$64.2M	15.60%	0.00%	-17.8%	Q2 2013
AVGOBroadcom Inc.	$56.4M	13.70%	0.00%	-53.2%	Q4 2017
ENBEnbridge Inc	$24M	5.84%	0.02%	Not reported	Q1 2017
MSFTMicrosoft Corp	$22.2M	5.40%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$13.7M	3.32%	0.00%	Not reported	Q2 2013
ADIAnalog Devices Inc	$11.9M	2.88%	0.01%	Not reported	Q3 2018
WECWec Energy Group, Inc.	$11M	2.67%	0.03%	Not reported	Q3 2015
VLOValero Energy Corp	$10.9M	2.65%	0.01%	Not reported	Q2 2017
HDHome Depot, Inc.	$10.5M	2.56%	0.00%	Not reported	Q1 2017
CSCOCisco Systems, Inc.	$10M	2.44%	0.00%	+44.7%	Q2 2013
ABBVAbbVie Inc.	$9.83M	2.39%	0.00%	+66.2%	Q2 2013
ADPAutomatic Data Processing Inc	$9.55M	2.32%	0.01%	Not reported	Q2 2013
OCOwens Corning	$9.06M	2.20%	0.10%	New	Q1 2026
RPMRPM International Inc	$7.95M	1.93%	0.06%	Not reported	Q2 2013
TMOThermo Fisher Scientific Inc.	$7.77M	1.89%	0.00%	New	Q1 2026
AJGArthur J. Gallagher & Co.	$7.73M	1.88%	0.01%	+323.2%	Q4 2025
MCHPMicrochip Technology Inc	$7.43M	1.80%	0.02%	New	Q1 2026
UNHUnitedhealth Group Inc	$7.04M	1.71%	0.00%	New	Q1 2026
PLDPrologis, Inc.	$6.26M	1.52%	0.01%	+294.4%	Q2 2020
MRSHMarsh & Mclennan Companies, Inc.	$6.21M	1.51%	0.01%	+176.1%	Q4 2025
MDLZMondelez International, Inc.	$6.03M	1.47%	0.01%	+90.4%	Q2 2020
TJXTJX Companies Inc	$5.91M	1.44%	0.00%	Not reported	Q2 2019
MMM3m Co	$5.82M	1.41%	0.01%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$5.45M	1.32%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$5.39M	1.31%	0.00%	New	Q1 2026
AMTAmerican Tower Corp	$5.18M	1.26%	0.01%	Not reported	Q1 2018
RTXRTX Corp	$5.02M	1.22%	0.00%	Not reported	Q2 2020
ACNAccenture plc	$4.96M	1.20%	0.00%	Not reported	Q3 2014
ARESAres Management Corp	$4.94M	1.20%	0.01%	New	Q1 2026
SNASnap-on Inc	$4.9M	1.19%	0.03%	Not reported	Q1 2020
NEENextera Energy Inc	$4.64M	1.13%	0.00%	Not reported	Q4 2023
SSBSouthState Bank Corp	$4.63M	1.12%	0.05%	New	Q1 2026
USBUS Bancorp \de\	$4.08M	0.99%	0.01%	Not reported	Q2 2013
RFRegions Financial Corp	$4M	0.97%	0.02%	+72.5%	Q1 2024
APDAir Products & Chemicals, Inc.	$3.78M	0.92%	0.01%	Not reported	Q4 2018
MCDMcdonalds Corp	$3.57M	0.87%	0.00%	Not reported	Q2 2013
HASHasbro, Inc.	$2.81M	0.68%	0.02%	Not reported	Q2 2013
ABTAbbott Laboratories	$2.79M	0.68%	0.00%	Not reported	Q2 2013
VZVerizon Communications Inc	$1.51M	0.37%	0.00%	Not reported	Q2 2013
CMCSAComcast Corp	$1.44M	0.35%	0.00%	Not reported	Q1 2021
ADCAgree Realty Corp	$1.24M	0.30%	0.01%	Not reported	Q4 2022
PEPPepsico Inc	$1.09M	0.26%	0.00%	Not reported	Q2 2020
LYBLyondellBasell Industries N.V.	$994K	0.24%	0.00%	Not reported	Q2 2016
PNWPinnacle West Capital Corp	$979K	0.24%	0.01%	Not reported	Q3 2020
WALWestern Alliance Bancorporation	$843K	0.20%	0.01%	Not reported	Q1 2024
Q4 2025Reported Feb 12, 202638 positions
AVGOBroadcom Inc.	$135M	31.10%	0.01%	Not reported	Q4 2017
AAPLApple Inc.	$83.7M	19.32%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$29M	6.69%	0.00%	Not reported	Q2 2013
ENBEnbridge Inc	$21.2M	4.90%	0.02%	Not reported	Q1 2017
JPMJPMorgan Chase & Co	$15M	3.46%	0.00%	Not reported	Q2 2013
ADPAutomatic Data Processing Inc	$12.1M	2.79%	0.01%	Not reported	Q2 2013
HDHome Depot, Inc.	$11M	2.54%	0.00%	Not reported	Q1 2017
ADIAnalog Devices Inc	$10.1M	2.33%	0.01%	Not reported	Q3 2018
WECWec Energy Group, Inc.	$10M	2.31%	0.03%	Not reported	Q3 2015
RPMRPM International Inc	$8.32M	1.92%	0.06%	Not reported	Q2 2013
VLOValero Energy Corp	$7.18M	1.66%	0.01%	Not reported	Q2 2017
CSCOCisco Systems, Inc.	$6.89M	1.59%	0.00%	Not reported	Q2 2013
ACNAccenture plc	$6.71M	1.55%	0.00%	Not reported	Q3 2014
MMM3m Co	$6.42M	1.48%	0.01%	Not reported	Q2 2013
ABBVAbbVie Inc.	$6.21M	1.43%	0.00%	Not reported	Q2 2013
TJXTJX Companies Inc	$5.68M	1.31%	0.00%	Not reported	Q2 2019
AMTAmerican Tower Corp	$5.27M	1.22%	0.01%	Not reported	Q1 2018
RTXRTX Corp	$4.77M	1.10%	0.00%	Not reported	Q2 2020
LRCXLam Research Corp	$4.76M	1.10%	0.00%	Not reported	Q3 2022
SNASnap-on Inc	$4.65M	1.07%	0.03%	Not reported	Q1 2020
USBUS Bancorp \de\	$4.19M	0.97%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$4.01M	0.93%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$3.51M	0.81%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$3.41M	0.79%	0.00%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$3.21M	0.74%	0.01%	Not reported	Q4 2018
MDLZMondelez International, Inc.	$2.96M	0.68%	0.00%	Not reported	Q2 2020
HASHasbro, Inc.	$2.46M	0.57%	0.02%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$2.41M	0.56%	0.00%	New	Q4 2025
RFRegions Financial Corp	$2.4M	0.55%	0.01%	Not reported	Q1 2024
AJGArthur J. Gallagher & Co.	$2.18M	0.50%	0.00%	New	Q4 2025
PLDPrologis, Inc.	$1.53M	0.35%	0.00%	Not reported	Q2 2020
CMCSAComcast Corp	$1.49M	0.34%	0.00%	Not reported	Q1 2021
VZVerizon Communications Inc	$1.22M	0.28%	0.00%	Not reported	Q2 2013
ADCAgree Realty Corp	$1.19M	0.27%	0.01%	Not reported	Q4 2022
PEPPepsico Inc	$1M	0.23%	0.00%	Not reported	Q2 2020
WALWestern Alliance Bancorporation	$1M	0.23%	0.01%	Not reported	Q1 2024
PNWPinnacle West Capital Corp	$862K	0.20%	0.01%	Not reported	Q3 2020
LYBLyondellBasell Industries N.V.	$534K	0.12%	0.00%	Not reported	Q2 2016
Q3 2025Reported Nov 6, 202537 positions
AVGOBroadcom Inc.	$128M	30.03%	0.01%	Not reported	Q4 2017
AAPLApple Inc.	$78.4M	18.33%	0.00%	Not reported	Q2 2013
MSFTMicrosoft Corp	$31.1M	7.26%	0.00%	Not reported	Q2 2013
ENBEnbridge Inc	$22.4M	5.23%	0.02%	Not reported	Q1 2017
JPMJPMorgan Chase & Co	$14.7M	3.43%	0.00%	Not reported	Q2 2013
ADPAutomatic Data Processing Inc	$13.8M	3.22%	0.01%	Not reported	Q2 2013
HDHome Depot, Inc.	$13M	3.03%	0.00%	Not reported	Q1 2017
WECWec Energy Group, Inc.	$10.9M	2.54%	0.03%	Not reported	Q3 2015
RPMRPM International Inc	$9.43M	2.20%	0.06%	Not reported	Q2 2013
ADIAnalog Devices Inc	$9.16M	2.14%	0.01%	Not reported	Q3 2018
VLOValero Energy Corp	$7.51M	1.76%	0.01%	Not reported	Q2 2017
ABBVAbbVie Inc.	$6.3M	1.47%	0.00%	Not reported	Q2 2013
MMM3m Co	$6.22M	1.45%	0.01%	Not reported	Q2 2013
ACNAccenture plc	$6.17M	1.44%	0.00%	Not reported	Q3 2014
CSCOCisco Systems, Inc.	$6.12M	1.43%	0.00%	Not reported	Q2 2013
AMTAmerican Tower Corp	$5.77M	1.35%	0.01%	Not reported	Q1 2018
TJXTJX Companies Inc	$5.35M	1.25%	0.00%	Not reported	Q2 2019
CBChubb Ltd	$5.2M	1.22%	0.00%	Not reported	Q2 2013
SNASnap-on Inc	$4.68M	1.09%	0.03%	Not reported	Q1 2020
RTXRTX Corp	$4.35M	1.02%	0.00%	Not reported	Q2 2020
USBUS Bancorp \de\	$3.79M	0.89%	0.01%	Not reported	Q2 2013
NEENextera Energy Inc	$3.77M	0.88%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$3.73M	0.87%	0.00%	Not reported	Q3 2022
ABTAbbott Laboratories	$3.64M	0.85%	0.00%	Not reported	Q2 2013
APDAir Products & Chemicals, Inc.	$3.55M	0.83%	0.01%	Not reported	Q4 2018
MCDMcdonalds Corp	$3.49M	0.82%	0.00%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$3.44M	0.80%	0.00%	Not reported	Q2 2020
RFRegions Financial Corp	$2.34M	0.55%	0.01%	Not reported	Q1 2024
HASHasbro, Inc.	$2.28M	0.53%	0.02%	Not reported	Q2 2013
CMCSAComcast Corp	$1.57M	0.37%	0.00%	Not reported	Q1 2021
PLDPrologis, Inc.	$1.37M	0.32%	0.00%	Not reported	Q2 2020
VZVerizon Communications Inc	$1.32M	0.31%	0.00%	Not reported	Q2 2013
ADCAgree Realty Corp	$1.17M	0.27%	0.01%	Not reported	Q4 2022
WALWestern Alliance Bancorporation	$1.03M	0.24%	0.01%	Not reported	Q1 2024
PEPPepsico Inc	$983K	0.23%	0.00%	Not reported	Q2 2020
PNWPinnacle West Capital Corp	$871K	0.20%	0.01%	Not reported	Q3 2020
LYBLyondellBasell Industries N.V.	$605K	0.14%	0.00%	Not reported	Q2 2016

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