Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CINCINNATI CASUALTY CO (CIK 1279888) reported $191.5M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($29.6M, 15.47%), CMI ($24.7M, 12.93%), DOV ($18.8M, 9.80%), ENB ($16.8M, 8.75%), ADP ($14.6M, 7.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT ORD | $29.6M | 15.47% | 80,000 | Hold |
| 2 | CMI | CUMMINS ORD | $24.7M | 12.93% | 46,000 | Hold |
| 3 | DOV | DOVER ORD | $18.8M | 9.80% | 90,000 | Hold |
| 4 | ENB | ENBRIDGE ORD | $16.8M | 8.75% | 309,418 | Hold |
| 5 | ADP | AUTOMATIC DATA PROCESSING ORD | $14.6M | 7.64% | 72,000 | Hold |
| 6 | JPM | JPMORGAN CHASE ORD | $13.7M | 7.14% | 46,500 | Hold |
| 7 | HON | HONEYWELL INTERNATIONAL ORD | $11.3M | 5.90% | 50,000 | Hold |
| 8 | DUK | DUKE ENERGY ORD | $8.7M | 4.53% | 66,300 | Hold |
| 9 | RTX | RTX ORD | $7.7M | 4.03% | 40,000 | Hold |
| 10 | APD | AIR PRODUCTS AND CHEMICALS ORD | $7.2M | 3.75% | 24,750 | Hold |
| 11 | JNJ | JOHNSON & JOHNSON ORD | $6.1M | 3.19% | 25,000 | Hold |
| 12 | TMO | THERMO FISHER SCIENTIFIC ORD | $4.8M | 2.49% | 9,682 | New |
| 13 | TJX | TJX ORD | $4.4M | 2.29% | 27,500 | Hold |
| 14 | USB | US BANCORP ORD | $4.2M | 2.17% | 80,000 | Hold |
| 15 | WEC | WEC ENERGY GROUP ORD | $3.6M | 1.87% | 31,000 | Hold |
| 16 | ACN | ACCENTURE CL A ORD | $3.0M | 1.55% | 15,000 | Hold |
| 17 | ADI | ANALOG DEVICES ORD | $2.7M | 1.39% | 8,355 | Hold |
| 18 | HD | HOME DEPOT ORD | $2.3M | 1.20% | 7,000 | Hold |
| 19 | HAS | HASBRO ORD | $2.0M | 1.05% | 21,500 | Hold |
| 20 | PNW | PINNACLE WEST ORD | $1.5M | 0.79% | 14,958 | Hold |
| 21 | LYB | LYONDELLBASELL INDUSTRIES CL A ORD | $1.4M | 0.74% | 17,683 | Hold |
| 22 | CMCSA | COMCAST CL A ORD | $1.0M | 0.52% | 35,000 | Hold |
| 23 | RF | REGIONS FINANCIAL ORD | $977,933 | 0.51% | 37,440 | Hold |
| 24 | WAL | WESTERN ALLIANCE ORD | $524,644 | 0.27% | 7,405 | Hold |
| 25 | PFE | PFIZER ORD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31