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 Specialty Underwriters Insurance CO (CIK 1426763) reported $411.6M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($64.2M, 15.60%), AVGO ($56.4M, 13.70%), ENB ($24.0M, 5.84%), MSFT ($22.2M, 5.40%), JPM ($13.7M, 3.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE ORD | $64.2M | 15.60% | 253,080 | Trimmed |
| 2 | AVGO | BROADCOM ORD | $56.4M | 13.70% | 182,268 | Trimmed |
| 3 | ENB | ENBRIDGE ORD | $24.0M | 5.84% | 443,664 | Hold |
| 4 | MSFT | MICROSOFT ORD | $22.2M | 5.40% | 60,000 | Hold |
| 5 | JPM | JPMORGAN CHASE ORD | $13.7M | 3.32% | 46,500 | Hold |
| 6 | ADI | ANALOG DEVICES ORD | $11.9M | 2.88% | 37,300 | Hold |
| 7 | WEC | WEC ENERGY GROUP ORD | $11.0M | 2.67% | 95,000 | Hold |
| 8 | VLO | VALERO ENERGY ORD | $10.9M | 2.65% | 44,133 | Hold |
| 9 | HD | HOME DEPOT ORD | $10.5M | 2.56% | 32,000 | Hold |
| 10 | CSCO | CISCO SYSTEMS ORD | $10.0M | 2.44% | 129,500 | Added |
| 11 | ABBV | ABBVIE ORD | $9.8M | 2.39% | 45,200 | Added |
| 12 | ADP | AUTOMATIC DATA PROCESSING ORD | $9.5M | 2.32% | 47,000 | Hold |
| 13 | OC | OWENS CORNIING ORD | $9.1M | 2.20% | 83,700 | New |
| 14 | RPM | RPM ORD | $8.0M | 1.93% | 80,000 | Hold |
| 15 | TMO | THERMO FISHER SCIENTIFIC ORD | $7.8M | 1.89% | 15,800 | New |
| 16 | AJG | ARTHUR J GALLAGHER ORD | $7.7M | 1.88% | 35,671 | Added |
| 17 | MCHP | MICROCHIP TECHNOLOGY ORD | $7.4M | 1.80% | 115,000 | New |
| 18 | UNH | UNITEDHEALTH GRP ORD | $7.0M | 1.71% | 26,000 | New |
| 19 | PLD | PROLOGIS REIT | $6.3M | 1.52% | 47,325 | Added |
| 20 | MMC | MARSH ORD | $6.2M | 1.51% | 35,826 | Added |
| 21 | MDLZ | MONDELEZ INTERNATIONAL CL A ORD | $6.0M | 1.47% | 104,700 | Added |
| 22 | LAM RESEARCH ORD | $5.9M | 1.44% | 27,830 | New | |
| 23 | TJX | TJX ORD | $5.9M | 1.44% | 37,000 | Hold |
| 24 | MMM | 3M ORD | $5.8M | 1.41% | 40,100 | Hold |
| 25 | PG | PROCTER & GAMBLE ORD | $5.4M | 1.32% | 37,700 | New |
Source: SEC Form 13F filings · as of 2026-03-31